What Is Permission to Contact for Medicare Plans?
Short answer
Permission to Contact records a consumer’s consent to be contacted about specified Medicare plan information. It is separate from both a Scope of Appointment and an enrollment request.
Coverage And Action
The permission should reflect what the beneficiary actually requested and must be used within current CMS marketing rules.
Not Automatic
Providing a phone number or permission to discuss plans does not authorize an agent to change Medicare coverage.
Practical Example
Submitting a request for a call about Part D permits appropriate follow-up under CMS rules but is not consent to enroll in a drug plan.
Questions to verify
- What contact did I authorize?
- Which products were included?
- Did anyone treat contact permission as enrollment consent?