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Seniors comparing Advantage, Supplement and Part D options during AEP, OEP and throughout the year.
Medicare marketing operates under CMS rules that govern what may be said, how it may be said, who may say it, and what must be recorded. Requirements around call recording and retention, permission to contact, and the language used in advertising are specific and enforced. Getting them wrong does not produce a warning, it produces exposure for the plan, the agency and the source simultaneously.
We treat the compliance posture as the product. A Medicare call that arrives without a clean consent trail and a retained recording is worth less than nothing to a buyer, because the downstream cost of a problem exceeds the value of the call many times over. Every campaign we run in this vertical is built backwards from what a buyer would need to produce if they were asked to account for it.
The Annual Enrolment Period concentrates the year. The Medicare Advantage Open Enrolment Period that follows behaves differently, a smaller, more decided population making a switch rather than a first choice. Special enrolment periods run all year and are triggered by circumstance: a move, a change in eligibility, a plan leaving a service area.
Each of those needs its own screening logic, because the eligible population is different in each. We run them as separate campaigns rather than as one campaign with a seasonal budget curve, and we tell buyers plainly which period a call originated in so their agents open the conversation correctly.
This is an older audience making a consequential decision, often with less tolerance for pressure and more need for time than the marketing industry typically allows. Aggressive creative works in the short term and is corrosive over any longer horizon, it produces complaints, it produces churn, and in this category it produces regulatory attention.
Our creative in Medicare is deliberately plain. It explains what the caller will be helped with and who will be helping them. That lowers raw response rate and raises the quality of what comes through, which is the trade we want in a vertical where a bad call carries real cost.
Medicare requires licensed, appointed and CMS-compliant buyers. We onboard carefully in this vertical and ask for more documentation than elsewhere.
Set at onboarding and written down. Changing any of it is a conversation, not a silent adjustment.
Against a named disclosure the consumer is shown before any contact, with the page, timestamp and disclosure text retained. The record travels with the call and is produced on request.
Tell us which side you are on and what you are trying to grow. We will come back with a scoped test campaign, the filters we would apply, and what we would need from you to run it properly.
Start on a capped test campaign. If the calls do not meet the standard we agreed, you do not pay for them.
Or call +1 (866) 555-0142 during Monday to Friday, 9:00 AM to 6:00 PM ET