What are events that attempt to steer potential enrollees toward a plan called?

The term for events that aim to guide potential enrollees toward a particular health plan is "Sales and Marketing events." These events are specifically designed to promote a Medicare Advantage or Part D plan, often providing information about the plan's benefits, services, and enrollment processes. During these events, representatives actively engage with potential enrollees, answering questions and highlighting the advantages of choosing their plan over others.

Educational events, in contrast, focus primarily on providing general information about Medicare and do not attempt to promote a specific plan. Informational events, while similar, may be more general in nature and lack the targeted marketing approach characteristic of sales events. Mandatory events generally refer to required meetings or presentations and do not fit the context of steering individuals toward a particular plan.

Understanding the distinction between these types of events is crucial for anyone working in Medicare-related fields or engaging with potential beneficiaries, as it helps ensure compliance with regulations while effectively communicating the value of specific plans.