Guidance for Formal/Informal Event Participation


September 2, 2015

Event Scheduling

If you plan on scheduling an informal or formal event, you must inform the carrier you are representing at least 21 days in advance so the carrier can make sure that there are no conflicts and can enter your event in the Health Plan Management System (HPMS).

Carriers must notify CMS of all formal and informal marketing/sales events via HPMS prior to advertising the event or seven (7) calendar days prior to the event’s scheduled date, whichever is earlier. Changes to marketing/sales events, (e.g., cancellations and room changes), should be updated in HPMS at least forty-eight (48) hours prior to the scheduled event.

This is a very busy time for all carriers, so please be considerate and provide as much prior notice that you can. It will be very much appreciated.


  • Notifications of cancelled sales events should be made at least forty-eight (48) hours prior to the originally schedule date and time of the event
  • If you are unable to attend a scheduled event, it is up to the agent/up-line to find a suitable replacement, per the carrier’s guidelines

Carrier Guidelines

If the carrier has stricter event guidelines relating to submissions and/or cancellations, the carrier rules supercede the above-described guidelines.

As always, we thank you for your support and cooperation. For questions or comments, please email us at or you may call the toll-free number listed below.


Compliance Updates | 2650 McCormick Drive | Clearwater, FL 33759 | 844.206.2927