Medicare Marketing Guidelines for Agents: CY2027 Rules
What Medicare marketing guidelines require of agents for CY2027: SOAs, the TPMO disclaimer, events, call recording, and the October 1, 2026 changes.
12 min read
The LeadGPT Blog
Compliance for Health Insurance Agents
CMS marketing rules, scope of appointment, call recording, TCPA texting and calling consent, and Do Not Call requirements, explained for Medicare and ACA agents with links to the official sources.
Medicare Scope of Appointment Rules: 48-Hour Wait Removed
The 48-hour SOA wait is gone for CY2027 Medicare marketing, but a scope of appointment is still required. Learn what to document and how to collect it.
13 min read
HIPAA Compliance in Insurance CRM: What Every Agent Needs to Know
A comprehensive guide to HIPAA compliance requirements for insurance CRM systems, covering PHI handling, encryption, access controls, BAAs, and common violations agents must avoid.
10 min read