Red-Flag Detector · Call opener
Purchased-list dial with no prior consent, no SOA, and an inducement.
Training material only. Not marketing material and not for consumer distribution. Scripts are starting points to adapt to your carrier, state, and current CMS rules — not verbatim consumer-facing copy. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
Mock artifact — for review only
"Hi, this is an agent calling about your Medicare benefits. I got your name from a list. I'd like to swing by today and go over some plan options with you — and if you sit down with me I'll bring you a $50 gift card as a thank-you. What's a good time this afternoon?"
On this artifact: 0/0 clean submissions — no attempts yet.
Unsolicited contact prohibition and permitted marketing activities.
Scope of Appointment documentation before a marketing appointment.
Prohibited marketing activities including cash / cash-equivalent gifts and inducement thresholds.
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
Educational drill only. Rules and CMS guidance evolve — always defer to current CMS publications, your FMO compliance team, and your carrier certifications.
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