By Shelley Segal, CEO


Submission period begins June 1, 2023 for Plans/Part D sponsors to submit CY 2024 marketing materials in the HPMS Marketing Module!! The annual release of the HPMS Marketing module is 5/31/2023 – are you ready?

The Centers for Medicare & Medicaid Services (CMS) issued a memo to clarify the definition of marketing for Medicare Advantage – Prescription Drug Plans, stand-alone Prescription Drug Plans, 1876 Cost Plans, and Third-Party Marketing Organizations (TPMOs). The definition of marketing has been expanded  to include “content” that mentions any type of benefit which is subject to review.

Marketing requires both intent and content. Content that beneficiaries can receive benefits such as dental, vision, cost-savings, and/or hearing services is sufficient information about plan benefits, benefits structure or cost sharing to meet the content standard in the definition of marketing in §§ 422.2260 and 423.2260. The use of these statements in advertisements and activities directed to Medicare beneficiaries meets the intent standard. Therefore, beginning July 10, 2023, any material or activity that is distributed via any means (e.g., mailing, television, social media, etc.) which mentions any benefit will be considered marketing and must be submitted into HPMS. Start using the new definition today!

If you want more information on the new regulations, ask us for a copy of the Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly final rule (CMS-4201-F).

CMS will be issuing more guidance soon so sales teams, brokers and agents can be effectively trained prior to marketing for contract year 2024 – coming soon!

Segal Medicare Experts (SME) is here to help! We can review and submit your marketing materials!


Select the “easy” button!      Call us:

Segal Medicare Experts or 562.498.2218