Agent Survival Guide Podcast Where It All Begins: Obtaining Permission to Contact for Medicare Sales
Oct 6, 2025
Discover the essentials of obtaining Permission to Contact (PTC) for Medicare sales. Learn when PTC is required and the differences between PTC and Scope of Appointment. Find out compliant ways to gather PTC and the prohibited outreach methods to avoid. Explore how tools like Plan&Roll can streamline the process. Plus, get tips on generating leads with business reply cards and the importance of understanding third-party lead provider requirements. Ensure your Medicare outreach is both effective and compliant!
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PTC Is The Starting Gate
- Permission to contact (PTC) is required before you initiate direct communication with a Medicare beneficiary.
- PTC must be documented and received from the beneficiary before calling or texting them.
Collect SOA After PTC
- After receiving PTC, collect a Scope of Appointment (SOA) to discuss specific products at an appointment.
- Use the SOA to limit discussion to agreed product types either in person or by phone.
Always Get PTC And Use Proper Disclaimers
- Secure PTC for any prospective Medicare client, including Medicare Advantage and Part D prospects, and document it.
- For MedSupp leads, include the disclaimer "this is a solicitation of insurance" on the PTC form when applicable.