AUTH/2754/5/15 - Anonymous, non-contactable nurse v Merck Serono

Call rate 

  • Received
    05 May 2015
  • Case number
    AUTH/2754/5/15
  • Applicable Code year
    2015
  • Completed
    15 July 2015
  • No breach Clause(s)
    15.2 and 15.4
  • Breach Clause(s)
    15.2 and 15.4
  • Sanctions applied
    Undertaking received
  • Additional sanctions
  • Appeal
    No appeal
  • Review
    November 2015

Case Summary

​​​An anonymous, non-contactable complainant who described themselves as a senior multiple sclerosis (MS) nurse specialist in an NHS trust, complained about the frequency with which Merck Serono sales representatives came to see him/her, often without an appointment. This was made more inconvenient by the various people they frequently brought with them. The complainant stated that although he/she had repeatedly objected to the additional visitors, the visits had not only continued but actually increased. The complainant noted that his/her colleagues had reported similar issues with the company. 

The detailed response from Merck Serono is given below. 

The Panel noted that market research commissioned by Merck Serono had shown that customers were being called on more frequently by competitors. In response the company created a sales team incentive as a 'short term fix' for the whole of March 2015 to help the team achieve a target of 6 contacts/ day with all MS customers, including MS specialist nurses. Merck Serono submitted that this had a positive effect on the sales teams.

The Panel noted the contact and call rates with MS nurses and neurology customers submitted by the company. The percentage solicited calls with all neurology customers varied between 96% and 100% from November 2014 to March 2015. The Panel noted that the percentage of solicited calls during March was 98%, the second lowest percentage of solicited calls during the six-month period from November 2014 to April 2015. An increase was also seen in the market research findings of the frequency of visits to MS specialists from January to March 2015. 

The Panel noted the complainant's concern about the frequency with which the representative came to see him/her, often without an appointment. In the Panel's view the data provided by the company was consistent with the complainant's comment that calls were of increasing frequency. 

The Panel noted that a communication sent in December 2014 to the key account managers (KAMs) stated that a key performance indicator for 2015 was 3 contacts/day. The customer target spreadsheet created by the KAMs referred 'to no more than 3 unsolicited calls per customer in line with ABPI Code'. 

The Panel noted that an incentive scheme was generally understood to, inter alia, encourage increased productivity; it was therefore not a mandatory requirement. Merck Serono provided several emails to the sales team sent on 30 April 2015. It was of concern that, contrary to Merck Serono's submission that the incentive scheme ran during March 2015, the emails showed that, at the very least, it had continued throughout April and KAMs were expected to continue to achieve 6 contacts/day thereafter. The emails linked the contact rate of 6 per day to the team's business objectives for 2015. In the Panel's view, the KAMs had been given the impression that the contact rate of 6 per day applied not only to March 2015 but to the rest of the year. Each KAM had 50-60 MS specialists in their territory which meant each specialist would need to be contacted, on average, 2-3 times/month. The Panel considered this appeared to be a high contact rate. 

The Panel considered that the KAMs appeared to have been given little comprehensive and consistent guidance on how to achieve 6 contacts/day and comply with the Code. This was a significant omission. The Panel was concerned that the terminology used in the emails about contacts and calls which was sent to certain KAMs on 30 April was inconsistent; in response to a specific request Merck Serono had been unable to provide its definition of call and contact rates and associated representatives' briefing. Solicited calls were only described in the briefing to KAMs on how to enter their contact rate in the CRM system. The Panel noted the company's submission that it was able to distinguish between call and contact rates on its in-house data system but considered that this did not alter the fact that the KAMs had not been adequately advised in this regard. 

The Panel noted its comments above. The Panel noted that the March incentive scheme was, in reality, a requirement. The Panel considered that achieving this would mean that, on the balance of probabilities, the representatives would breach the Code; in the absence of consistent terminology and briefing on how to achieve 6 contacts/day and remain compliant with the Code, the frequency of representatives' calls would cause inconvenience. On the balance of the evidence breaches of the Code were ruled. 

The Panel noted Merck Serono's submission that the sales team also recorded accompanied visit data, to the best of its knowledge all such visits were infrequent and pre-arranged with the MS specialist involved. Merck Serono provided data on accompanied calls. Merck Serono further submitted it was unaware of any trusts/hospitals which did not allow visitors and was equally unaware of any breaches or potential breaches of trust policies in the period January 2014 to April 2015. The Panel noted any breach of trust policy was a serious matter. The complainant had not provided a copy ofthe relevant trust policy. The Panel considered that there was no evidence to support the allegation that a trust policy had been breached; the complainant bore the burden of proof in this regard. The Panel therefore ruled no breach of the Code.​