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 Scoring
- Compliant Communication with Medicare Eligibles
- 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