Medicare permission to contact form

By Ed Crowe | Medicare compliance | 0 comment | 7 January, 2021 | 0

Medicare permission to contact form

The Medicare Permission to contact form (goes by acronym PTC) is different than a scope of appointment. A PTC form allows you to contact the prospect via phone or in person. Cold calling prospects for Medicare Advantage and Medicare part D plans is a violation of CMS rules. Having a documented PTC is a compliant method to initiate contact via phone.

How do I get a PTC form back from the prospects?

The most common method is a business reply card. (BRC) The client receives a card in the mail or they fill one out at a seminar and return it to you. The other way is if they initiate contact with you by calling or sending you an email stating they want to talk about Medicare plans.

When do I need a Medicare permission to contact form?

An agent can contact a client without a PTC if one of these criteria are met:

Current contract with another product (life, LTC, Annuity, Health, etc..)
You have an active ongoing business relationship with the person
You are the agent of record on the current Medicare plan they have

How is a PTC form different than a Medicare scope of appointment form?

A PTC form is simply used to have permission to reach out to a prospects. The Medicare Scope of appointment form is different. The scope is a form that outlines the plans you will be reviewing with the client at your meeting. Be sure you get a scope when holding any type of Medicare sales meeting. This includes face to face meeting and phone calls. You can get a valid scope through paper or online. Use Connect4Medicare online enrollment to send scopes electronically by text or email. CLICK TO LEARN MORE ABOUT CONNECT4MEDICARE