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Can I collect phone numbers and schedule appointments at an educational event? What if somebody wants to enroll right there?

At an educational event you may collect contact information (including for scheduling future personal appointments), but you cannot take enrollment applications or do a sales pitch on the spot — even if the beneficiary asks to enroll right there, you'd need to schedule a separate marketing/sales event or personal appointment for that.

What the rule says

On collecting contact info and scheduling appointments:

“MA organizations holding or participating in educational events may do any of the following:”
42 CFR § 422.2264(c)(1)(ii)
“Make available and receive beneficiary contact information, including Business Reply Cards and Scope of Appointment forms.”
42 CFR § 422.2264(c)(1)(ii)(D)

On why you can't enroll them on the spot:

“MA organizations holding or participating in educational events may not conduct sales or marketing presentations or distribute or accept plan applications.”
42 CFR § 422.2264(c)(1)(iii)

If the beneficiary wants to enroll immediately, the excerpts show the path is a personal marketing appointment, which requires a recorded Scope of Appointment first:

“Prior to the personal marketing appointment, the MA plan (or agent or broker, as applicable) must agree upon and record the Scope of Appointment with the beneficiary(ies).”
42 CFR § 422.2264(c)(3)(i)

The same rules apply on the Part D side:

“Part D sponsors holding or participating in educational events may not conduct sales or marketing presentations or distribute or accept plan applications.”
42 CFR § 423.2264(c)(1)(iii)

Note: the excerpts do not address whether a Scope of Appointment form itself may be collected on the spot at an educational event as a step toward same-day enrollment elsewhere — only that applications cannot be distributed or accepted at the educational event itself.

Carrier and FMO rules are often stricter than CMS rules. This tool reports what CMS sources say and is not legal advice. Enrollment guidance shown is the CY 2027 version. Regulation text reflects the CY 2027 marketing rules, which apply to marketing beginning October 1, 2026.

This answer was generated by mapdbot from the sources listed below on September 23, 2026 and checked against them. Regulation text: eCFR as of 09/15/2026. It is for licensed insurance agents, is not legal advice, and does not cover carrier or FMO rules.

Sources cited

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