It is important to take the necessary steps to ensure your content, customer information, and agency practices comply with the policies in place. They are there to protect your customers.
You want to get your information out there quickly, but it is important to make sure the content you are posting is compliant. Below, we lay out the in's and out's of client facing website compliance requirements.
Compliant Marketing Rules
Open Enrollment Period Marketing
Compliant Marketing Materials
Take advantage of our Tidewater VIP Portal to find exclusive resources and information on compliant marketing materials.
Pre-built Facebook Ads
We have put together some pre-built Facebook ads for you to use during AEP. Whether you are running a brand awareness or a traffic ad to your own landing pages, these assets will help you get going.
Facebook Social Assets
We want to give you access to these thought-provoking social posts. Download these posts to use on Facebook and help us promote Life Insurance Awareness Month through September.
T-65 Flyer Templates
We have prepared more great letterhead/flyer templates you can use for sending to leads turning 65 soon, starting 4 months before their birthday.
Marketing of rewards and incentives programs
Marketing/Sales Event Compliance
Marketing/Sales Events are designed to steer or attempt to steer potential enrollees, or the retention of current enrollees, toward a plan or limited set of plans. The following requirements apply to all marketing/sales events:
Third-party websites include public websites operated by agencies/agents that contain information about Medicare Advantage (MA), Medicare Advantage Prescription Drug (MA-PD) and/or Prescription Drug Plans (PDPs). This could mean you mention carrier names or display carrier logos. Please be aware this also includes generic websites that are void of names and logos but still mention Medicare Advantage or Part D.
It is important to note that third-party websites also include websites designed to provide contracted agents with beneficiary leads. This includes any site that has an electronic Business Reply Card (BRC) on it prompting an individual to provide their contract information.
**These guidelines do not apply to Medicare Supplement or non-MA/MA-PD/PDP plans such as life, annuities, ACA plans, etc. See the complete CMS Medicare Marketing