In what scenario are agents and brokers allowed to accept enrollment forms?

Agents and brokers are specifically allowed to accept enrollment forms during sales events. This scenario is designed to ensure that the enrollment process occurs in an environment where potential members can receive detailed information about the Medicare Advantage or Part D plans being offered. Sales events provide the opportunity for agents to comprehensively explain the benefits and features of plans, helping beneficiaries make informed decisions.

During educational events, the focus is primarily on providing information rather than encouraging sign-ups, which is why accepting enrollment forms is not permitted in that context. While health fairs and other types of events can have their own specific rules and regulations, they typically do not offer the structured, sales-oriented environment that sales events do to facilitate the enrollment process. This regulation helps maintain compliance with Medicare guidelines and safeguards the interests of potential enrollees.