Marketing Medicare to Unsolicited Contacts

Infographic describing Medicare Marketing Guidelines for Direct Marketing

Being a successful Medicare broker means being able to grow your business. But you need to be careful about how you attract new clients. Centers for Medicare and Medicaid Services (CMS) has set some strict guidelines on how you can market directly to unsolicited contacts (MMG, Section 40.2).

Can I Use Direct Mail or Print Advertisements to Market Medicare Plans to Potential Enrollees?

Yes. The limits on direct contact to unsolicited Medicare prospects do not include conventional mail or other print media.

Can I Market Medicare Plans Door to Door?

Only in certain situations. You can leave information, such as leaflets or fliers, at a residence only if that contact was a no-show for a prescheduled one-on-one appointment.

Can I Make Cold Call Solicitations in the Lobbies or Other Common Areas of Facilities?

No. You cannot approach unsolicited enrollees in any common areas, including parking lots, hallways, lobbies, sidewalks, etc.

Can I Call or Text Potential Enrollees?

No. You may not use telephone calls, voicemail, or text messages to market Medicare plans to unsolicited enrollees.

What If a Potential Enrollee Calls Me First?

If a potential Medicare enrollee gives you permission to contact them, your response must be limited to their specific inquiry (think: Scope of Appointment) and not treated as open-ended permission for any future contact.

Where Can I Get More Medicare Marketing Guidance?

Our resource center is available 24/7 to give you the help you need with Medicare guidelines, sales advice, and more to keep your business on track. To learn more about the Excelsior team and how we can help you, contact us.

Note: For the most current information, see the CMS Medicare Marketing Guidelines.



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