Marketing & Communication
Guidance to help agencies correctly classify, create, and submit compliant marketing and communication materials.
15 articles
Submit Marketing & Communication Materials for Spark ReviewGuidance on how to submit marketing and communication materials for Spark review before use, including CMS requirements, scripts, spreadsheets, disclosures, and state-specific rules.
Marketing vs Communication MaterialsCMS Guidance for Classifying Marketing & Communication Materials Before Submission
Agents Brokers as TPMO’s and TPMO Disclaimer
“One-to-One” Contact Rule
Marketing
Requirements and best practices for creating compliant marketing materials, including scripts, ads, websites, social media, events, and other public-facing content that could influence a beneficiary’s enrollment decision.
Marketing Materials GuideMarketing guidance for Spark Agencies
Scripts
Compliance for Scope of Appointments (SOA)
Lead Generating Activities
Agency & Agent Created Websites
Marketing in a Healthcare Setting and Working with Providers
Marketing Sales Event
Reminder: D-SNP Marketing RestrictionsReminder from CMS regarding the existing restrictions on marketing to individuals who are dually eligible for Medicare and Medicaid
Communication
Guidance for creating compliant one-to-one communication materials that are informational only, including emails, texts, and follow-up messages, and how to avoid crossing the CMS marketing “bright line.”
Communication Materials GuideExplains CMS rules for communication materials, including required disclaimers, prohibited language, and the marketing “bright line.”
Educational Seminars & Events
Compliant Communicating with Medicare Eligible