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Acceptable and Unacceptable Marketing Practices

Unacceptable marketing practices

Providers must remain neutral when assisting with enrollment decisions and may NOT:

  • Offer sales/appointment forms.
  • Accept Medicare enrollment applications.
  • Make phone calls or direct, urge or attempt to persuade members to enroll in a specific plan based on financial or any other interests of the provider.
  • Mail marketing materials on behalf of plan sponsors.
  • Offer anything of value to induce plan enrollees to select them as their provider.
  • Offer inducements to persuade members to enroll in a particular plan or organization.
  • Conduct health screening as a marketing activity.
  • Accept compensation directly or indirectly from Keystone First VIP Choice (HMO SNP) for member enrollment activities.
  • Distribute materials/applications within an exam room setting.

Acceptable marketing practices

Providers are required to:

  • Provide the names of Keystone First VIP Choice (HMO SNP) sponsors with which they contract and/or participate
  • Provide information and assistance in applying for the Low Income Subsidy (LIS). Make available and/or distribute marketing materials supplied by Keystone First VIP Choice (HMO SNP).
  • Refer their patients to other sources of information, such as State Health Insurance Program (SHIP), plan marketing representatives, their State Medicaid Office, local Social Security Office, CMS' website at or 1-800-MEDICARE.
  • Share information with patients from CMS' website, including the "Medicare and You" Manual or "Medicare Options Compare" (from, or other documents that were written by or previously approved by CMS.