Did You Know: Permission to Contact

A permission to contact (PTC) form allows you to talk to clients about Medicare plans. It's important because it follows regulations to protect people from unwanted sales calls.

You need a PTC before you can call, text, social media message, or email someone about Medicare plans. This is true unless they call you first.

Here are some times when you need a PTC:

• Talking to new people about Medicare: You can't just call them out of the blue.
• Following up on questions: If someone asks about Medicare on a website, you need a PTC before calling them

There are a few times when you don't need a PTC:

• Talking to people you already help with Medicare: You can talk to them about new plans.
• Sending mail: You can send letters or brochures to people without a PTC.

PTCs don't last forever. They have a time limit.

• Medicare Advantage and Prescription Drug Plans: PTCs last for 9 months.
• Medicare Supplement Plans: PTCs last for 90 days.