Health and Medicare Supplement Insurance Offer Guidelines

Posted by PX Team
1. The TCPA disclaimer must be shown at all times with a submit button in a legible font size and color.
  • Font Size Requirements: Min 12px – Max 16px.  Contrast and Background color taken into account.
  • Branded:  TCPA disclaimers must be located above the submit button/CTA. Case-by-case reviews are applicable.
2. The TCPA disclaimer should match in style and content to the below example. CTA/Submit button must match text within disclaimer. Slight alterations will be reviewed on a case-by-case basis.
  • Health and Medicare Supplement Insurance: By clicking Get My Quotes, I agree to the Terms of Service and Privacy Policy and authorize insurance companies, their agents and marketing partners to contact me about health insurance and other non-insurance offers by telephone calls, email and text messages to the number and email address I provided above. I agree to receive telemarketing calls, and pre-recorded messages via an autodialed phone system, even if my telephone number is a mobile number that is currently listed on any state, federal or corporate “Do Not Call” list. I understand that my consent is not a condition of purchase of any goods or services and that standard message and data rates may apply.
3. Open Enrollment 2022 Medicare Supplement Specific Obligations: 
  • Publisher agrees to comply with all applicable state and federal laws, rules, regulations, and make all reasonable efforts to provide content for compliance approval by PX regarding CMS guidance (the CMS Rules and Regulations”) related to the marketing of Medicare plans, including, but not limited to, Chapter 42 of the Code of Federal Regulations, as outlined in these specific CMS Rules and Regulations.

CMS Issued SMID: To be listed at the bottom of any URL driving Medicare Advantage leads TPMO Disclaimer: To be listed at the bottom of any URL driving Medicare Advantage leads We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (24 hours a day/7 days a week) to get information on all of your options. TCPA Disclaimer Content Guidelines:
  • TCPA language must contain links to valid and updated:
    • Privacy Policies and Terms that open in new windows, or within pops w/navigation.
  • TCPA language should contain information directing consumers to either:
    • a Do Not Contact request form, and/or have valid and updated California Consumer Privacy Regulations linked. PX can request specific call-out within TCPA disclaimers if required on certain campaigns, etc.
    • 2018 California Consumer Privacy Act information MUST be included either within Privacy Policy, or as a separate link within the TCPA disclaimer.
3. Pages should include a Privacy Policy and a Terms and Condition link. 4. For call center traffic, you must recite the date on which you called the customer when reading the TCPA language, for example: “I need confirmation that today Wednesday, June 1st, 2018 (replace with today’s date)”. 5. No brand bidding. 6. For all pay per call offers: no outbound transfers are allowed, only inbound calls from consumers. 7. Marketing activities that are driving traffic to our call campaigns cannot include “$ off” or “% off”. 8. Publisher agrees that it will download and remove the domains located on the FCC’s wireless domain names list (http://www.fcc.gov/cgb/policy/DomainNameDownload.html) from all current data used in emailing for Offers. Affiliate further warrants that any new data that it acquires, regardless of its source, will be compared against the FCC’s wireless domain names list and that domain names contained therein will be removed before sending any emails. 9Trusted Form and Jornaya Health Verticals – Trusted Form required / Jornaya a plus All other Verticals – Jornaya required / Trusted Form a plus
10. All calls recordings must stop immediately upon transfer. 

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Last updated: June 2023