Employee Referral Campaign Rules

Summa Health & SummaCare Employee Referral Campaign

Employee Referral Campaign Rules

Who is eligible to refer?

• SummaCare employees, Summa Health employees and Summa Health volunteers may refer any individuals who are not current SummaCare members.
• Per regulations, employees who provide direct patient care (providers, provider assistants, nurse practitioners, nurses, pharmacists, etc.) cannot refer their own patients to SummaCare plans.
• SummaCare Marketing, Sales and Member Services staff are not permitted to participate in this campaign.

Who can be referred?

• The person being referred must be either:
  • Medicare eligible or eligible to enroll in Medicare within the next 12 months.
  • Eligible to enroll in a SummaCare Individual & Family plan.
• The person being referred cannot already be a SummaCare plan member.
• The person being referred cannot be someone who is an active Summa Health employee, SummaCare employee or Summa Health volunteer.
• The person being referred must agree to a SummaCare Medicare Advantage advisor contacting them.
• If making a Medicare Advantage plan referral, the person being referred must reside in one of the 33 northern Ohio service area counties: Allen, Ashland, Ashtabula, Auglaize, Carroll, Columbiana, Cuyahoga, Defiance, Erie, Fulton, Geauga, Hancock, Henry, Holmes, Huron, Lake, Lorain, Lucas, Mahoning, Medina, Mercer, Ottawa, Portage, Putnam, Sandusky, Seneca, Stark, Summit, Trumbull, Tuscarawas, Van Wert, Wayne and Wood counties.
• If making an Individual & Family plan referral, the person being referred must reside in one of the following applicable counties: Medina, Portage, Stark and Summit.
• The person being referred must not have previously contacted SummaCare for information within the last six months.

Other Campaign Rules

• Receiving a promotional offer is not contingent on the referred person enrolling in a SummaCare plan.
• The person being referred will have three ways to submit their information in order for the employee or volunteer referring them to be eligible for entry in the campaign:
  • The person being referred must submit their own information on the landing page summacare.com/refermedicare or summacare.com/refermarketplace, depending on type of plan needed.
  • The person being referred must identify the employee as the person who referred them when they complete
    and submit the form on the landing page; or
  • The person being referred must call 888.330.1540 (TTY 711) to talk with a licensed Medicare Advantage Advisor or call 888.539.5536 to speak with a licensed Individual and Family advisor. The referring volunteer or employee must be identified during the call.
• The employees or volunteers who participate in the campaign by referring a prospective member will receive their incentives within 30 days of the referral date. They will be subject to all applicable taxes. If applicable, taxes for incentives will be deducted from an employee's paycheck.
• Campaign ends on December 7, 2025, at 11:59 PM.
• Starting October 1 and ending December 7, for every referral, employees will win their choice of SummaCare swag or $30 grocery gift card. PTO drawings will be held on November 8 and December 17.