Marketing & Communication Compliance
Guidance to help agencies correctly classify, create, and submit compliant marketing and communication materials.
15 articles
Marketing vs Communication Materials
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 Materials Guide
Communication Materials Guide
Agents Brokers as TPMO’s and TPMO Disclaimer
“One-to-One” Contact Rule
Scripts
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
Educational Seminars & Events
Compliant Communication with Medicare EligiblesOverview of CMS rules about contacting Medicare Beneficiaries compliantly