Before it all happens, the appointment, finding the plan that fits, the sales pitch, agents first need to collect Permission to Contact (PTC). Discover when it’s required and how to compliantly acquire PTC.
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Resources:
3 Easy Ways to Build Your Insurance Sales Territory
Digital Marketing for Insurance Agents: Our Top Tips to Boost Business
Do’s and Don’ts of Medicare Compliance
Field Notes on Digital Marketing Resources
Insurance Agents as TPMOs: What CMS Compliance Regulation Mean for You
IntegrityCONNECT
Guidelines for Sharing Personal Beneficiary Data with Other TPMOS
Modern Medicare Marketing for Today’s Agents FREE eBook DOWNLOAD
PlanEnroll – Take Your Business to the Next Level
Shop – Ritter Insurance Marketing
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales FREE eBook DOWNLOAD
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales
References:
“Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 22 July 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business.
Telephone Consumer Protection Act 47 USC § 227, https://www.fcc.gov/sites/default/files/tcpa-rules.pdf. Accessed 9 Sept. 2025.
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