Permission To Call Form

Additional Information -Permission to Contact

Every interaction with a potential client has a starting point. The Centers for Medicare and Medicaid Services (CMS) used to state that agents could not make unsolicited direct contact with potential beneficiaries. However, due to a change reflected in last year’s Medicare Communications and Marketing Guidelines, agents are permitted to make unsolicited direct contact with potential enrollees via email. However, the email must have an opt-out option in order to remain compliant. Additionally, the content of any unsolicited email cannot intend to steer a recipient into choosing or retaining a plan. A compliant email would promote your services rather than any specific plans.

Agents are still not allowed to approach potential enrollees in common areas or make unsolicited phone calls.

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