Marketing & Communication Compliance
Guidance to help agencies correctly classify, create, and submit compliant marketing and communication materials.
17 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
Sales Scripts and Templates
Agent Licensing and Role Requirements
Call Recording Requirements and ScoringWhat calls must be recorded, how to use the scoring tool, and what to track
Compliant Communication with Medicare EligiblesOverview of CMS rules about contacting Medicare Beneficiaries compliantly
Agents Brokers as TPMO’s and TPMO Disclaimer
“One-to-One” Contact Rule
Scope of Appointments (SOA)
Lead Generating ActivitiesForms such as Business Reply Cards (BRC) and/or Permission to Contact (PTC) forms used to generate Medicare leads
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