Updated October 2026 · Written and maintained by the Progression Agency strategy team
A Medicare marketing agency plans, writes and runs the marketing that Medicare agents, brokerages, field marketing organizations, third-party marketing organizations and Medicare Advantage and Part D plans use to reach people on Medicare, inside the CMS rules that govern every piece. It covers Medicare agent marketing and plan marketing alike: brand, website, search, content, events, mail, email and paid media, with a review workflow so your compliance officer or carrier signs off before anything runs. Progression Agency is based in New York City and works with clients across the United States and worldwide.
On this page · 17 sections
- What does a Medicare marketing agency do?
- CMS compliant Medicare marketing: the rules at topic level
- Medicare marketing materials: what every piece must have
- A Medicare marketing strategy built on the calendar
- Medicare marketing events and seminars
- Medicare agent marketing: building a brand people call
- Medicare digital marketing: website, search, email and paid media
- How to market Medicare Advantage plans
- Medicare marketing ideas for agents and FMOs
- Writing for people on Medicare
- Where prospect sourcing fits
- How AI assistants answer Medicare marketing questions
- How much does Medicare marketing cost?
- How to choose among Medicare marketing companies
- Measuring Medicare marketing
- How Progression works as a Medicare marketing agency
- Related services for Medicare and insurance businesses
The short answerMedicare marketing is regulated by CMS through 42 CFR Parts 422 and 423, Subpart V, plus carrier rules, state insurance law and telemarketing law. We build campaigns inside those rules: a claims and disclaimer library, a channel checklist, a review log and a calendar built around October 1, fall open enrollment from October 15 to December 7 and the January to March Medicare Advantage window. Results are measured in appointments, applications and retention, never promised. We are a marketing agency, not a compliance or legal firm, so every item is confirmed against current CMS guidelines and your carriers.
Medicare rules are described at topic level from 42 CFR Parts 422 and 423, Subpart V, as published on eCFR on October 20, 2026, with Medicare.gov, HHS OIG and Census Bureau figures. Rules change; confirm every item against current CMS guidelines, your carriers and counsel. Nothing here is legal advice. Prices are Progression’s published prices.
What does a Medicare marketing agency do?
It gives the businesses that sell Medicare products a brand people trust, the materials and channels to reach eligible people, and a way to get every piece reviewed before it runs. The buyer is the agency, FMO or plan, never the person choosing coverage.
| Buyer | Main goal | What the marketing must handle |
|---|---|---|
| Independent agent | A local name people call during enrollment | Agent website, reviews, seminars, mail, carrier approvals |
| Brokerage | Steady appointments for several agents | Shared brand, agent profile pages, event calendar, review routing |
| Field marketing organization | Recruit, equip and keep agents | Recruiting campaigns, co-branded materials, training content |
| TPMO or call center | Compliant inbound demand | Required disclaimers, recorded calls, consent and transfer disclosures |
| Medicare Advantage or Part D plan | Enrollment and retention by service area | Plan-year materials, CMS submission, Star Ratings use |
| Medicare Supplement carrier | Policy sales through agents | State insurance rules, carrier review, separation from MA content |
What is Medicare marketing?
Under CMS rules, marketing is a subset of communications: material or activity intended to draw a beneficiary’s attention to a plan or influence a choice, that also addresses benefits, premiums, cost sharing, Star Ratings or rewards. Everything else a plan sends is communications, with lighter rules.
Medicare marketing companies and general insurance agencies
A general insurance agency page sells auto, home, life and commercial cover. Medicare marketing companies work inside a federal rulebook that dictates timing, wording, contact methods and review. Our marketing for insurance agencies page covers the wider agency side; this page is the Medicare-specific layer.
Medicare advantage marketing agency work for plans
Plans need materials that match the bid, carry the right identifiers and pass CMS review, plus retention marketing that respects the open enrollment limits. That is plan-side work with its own calendar.
Medicare marketing for insurance agents
Agents need a personal brand that survives carrier changes, a site that shows license and appointments, events that follow the event rules, and a reputation built on reviews and referrals.
CMS compliant Medicare marketing: the rules at topic level
The rules live in 42 CFR Part 422, Subpart V for Medicare Advantage and Part 423, Subpart V for Part D, with carrier, state and telemarketing rules on top. We name the topics here; confirm every item against current CMS guidelines and your carriers before anything runs.
The regulation text is on eCFR for Medicare Advantage and Part D. CMS’s Medicare marketing guidelines page describes the guidelines as CMS’s interpretation of those marketing requirements for MA plans, MA-PD plans, prescription drug plans and cost plans. Progression is not a compliance or legal firm: we build the libraries, checklists and logs that let your compliance officer approve faster.
| Topic | Where it sits | What we build |
|---|---|---|
| Marketing versus communications | 422.2260 definitions | A tag on every piece so the right review path applies |
| Submission and review | 422.2261 | A submission log with material ID, version and approval date |
| Misleading claims, names and logos | 422.2262 | A claims library with the source behind each claim |
| Timing, gifts, comparisons, Star Ratings | 422.2263 | A plan-year calendar and a Star Ratings display checklist |
| Contact, events and appointments | 422.2264 | Event templates and a contact-rule checklist per channel |
| Websites | 422.2265 | A site checklist and page-level disclaimers |
| Healthcare settings | 422.2266 | Rules for pharmacies, clinics and waiting rooms |
| Required materials and disclaimers | 422.2267 | A disclaimer library mapped to each channel |
| Agents, brokers and TPMOs | 422.2274 | Recording, disclosure and reporting steps in the workflow |
CMS Medicare marketing guidelines and the regulations behind them
Since 2021, most of what used to sit only in the CMS Medicare marketing guidelines has been set out in Subpart V itself. The page still lists the Medicare Communications and Marketing Guidelines dated March 16, 2022, but the regulation text is the place to check first, because it has been amended since.
Medicare marketing and communications guidelines: two categories
Communications is the broad category; marketing is the subset that tries to influence a plan choice and addresses benefits, costs, ratings or rewards. The category decides whether a piece needs CMS review before use, so tag it at the brief stage.
Medicare advantage marketing guidelines for review and submission
Under 42 CFR 422.2261, plans submit marketing materials through the HPMS Marketing Module. A piece may run once CMS approves it, once 45 days pass without a decision (10 days for CMS model materials), or five days after submission for material types CMS allows under File and Use, with the plan certifying compliance.
Medicare marketing guidelines 2026: what changed
A final rule published April 6, 2026 (91 FR 17582) amended Subpart V, with the new text in force from June 1, 2026. Among the changes in the eCFR text: the separate restriction on superlatives was removed, the 12-hour gap between educational and marketing events gave way to a notice and a chance to leave, Scope of Appointment forms may be collected at educational events, the 48-hour wait before appointments ended, the language-assistance notice requirement was reserved, and call recording rules now set a six-year retention. Checked against eCFR on October 21, 2026.
How often the rules change
Subpart V has been amended by rules published in 2023, 2024, 2025 and 2026, usually in the spring before the next plan year. Build a yearly review into the calendar, and subscribe to CMS and carrier updates so changes reach the claims library quickly.
Medicare marketing rules for agents and TPMOs
Agents and brokers paid for marketing, sales or enrollment count as third-party marketing organizations. Plans must hold them to the plan rules, including required disclaimers, recorded calls and monthly reporting of violations. The detail that affects lead sourcing is set out on our insurance lead generation page.
Medicare marketing materials: what every piece must have
Every piece needs accurate claims, the right organization and plan names, the disclaimers its channel requires, and a record of who approved it. The fastest way to get there is a library of approved wording instead of a blank page.
| Check | What it means | Where to confirm |
|---|---|---|
| Category | Marketing or communications, decided before drafting | 42 CFR 422.2260 |
| Organization and plan names | Named in the piece; in print at 12-point size, not as fine print | 422.2263(b)(9) |
| Plan type in the plan name | For example, the plan type at the end of the name | 422.2262(a)(1)(viii) |
| No implied government endorsement | No claim that CMS, Medicare or HHS recommends the plan | 422.2262(a)(1)(ix) |
| Careful use of free | Not for a $0 premium or reduced cost sharing | 422.2262(a)(1)(xi) |
| Phone numbers with hours | Customer service hours and a TTY number in the same font size | 422.2262(c) |
| Material ID | The standardized ID on pieces that require one | 422.2262(d) |
| Required disclaimers | The TPMO disclaimer and others the channel needs | 422.2267(e) |
| Approval on file | Carrier, plan or compliance sign-off logged | Your carrier and compliance lead |
Medicare marketing disclaimers
A TPMO that sells for more than one MA organization must use the TPMO disclaimer: spoken on sales calls before benefits are discussed, sent in emails and chats, shown prominently on its website and included in its marketing materials, print and TV included. The exact wording is in 42 CFR 422.2267; copy it from there, not from memory.
Names, logos and the Medicare card
The rules bar using the Medicare name, the CMS logo or federal products in a misleading way, and the Medicare card image needs CMS authorization. Plans may say they are approved to take part in Medicare or contracted to administer Medicare benefits.
Words to handle with care
Free, seniors only, supplement and anything implying a plan suits only people with both Medicare and Medicaid each carry their own limits under 42 CFR 422.2262. The safest route is approved phrasing in the library.
Star Ratings in marketing
Show the overall rating alongside any single measure, make clear the rating is out of five stars, name the contract year and use it only where it applies, as 42 CFR 422.2263 requires. Low-performing contracts carry their own icon rules.
Testimonials and endorsements
A beneficiary endorsing a plan must have been enrolled when the endorsement was made, paid endorsements must say so, and an actor must be labeled as an actor portrayal. Social media reposts count as endorsements too.
Medicare marketing flyers and postcards
Flyers and postcards can be sent without a prior request, since the contact rules allow unsolicited mail and print. Each still needs approved claims, names, disclaimers and, where required, a material ID. Our direct mail team handles print and mailing.
Agents asking why your flyers keep coming back from compliance?Send two pieces that were rejected and the carrier notes. You get a free proposal with a review workflow, a written scope and a same-business-day reply.
A Medicare marketing strategy built on the calendar
A Medicare marketing strategy is mostly timing: materials approved before October, a fall push during open enrollment, a quieter and stricter January to March, and age-in and referral work for the rest of the year.
Medicare.gov’s enrollment page lists the fall open enrollment period as October 15 to December 7, the Medicare Advantage open enrollment period as January 1 to March 31 for people already in a plan, and an initial enrollment period of seven months, starting three months before the 65th birthday month.
| When | Focus | What to have ready |
|---|---|---|
| April to July | Rule changes reviewed, claims library updated | Updated checklists; event venues booked |
| August to September | Materials drafted and submitted | Approvals logged; landing pages built and tested |
| October 1 to 14 | Next-year marketing may begin | Mail drops, educational events, content live |
| October 15 to December 7 | Fall open enrollment | Appointments, marketing events, fast follow-up |
| January 1 to March 31 | Medicare Advantage open enrollment | Service to new clients; no unsolicited OEP pitches |
| All year | Age-ins and special enrollment periods | Turning-65 content, referral partners, retention |
Medicare AEP marketing
The fall period is when most agents earn the year. Have every piece approved by late September, book events early, staff phones for evenings and weekends, and send prompt confirmations for every appointment request.
What to stop during the January to March window
During the Medicare Advantage open enrollment period, plans may not send unsolicited materials about making another change or target people who just chose a plan in the fall. Age-in marketing and responses to requests can continue.
Turning 65 and the initial enrollment period
Each person’s seven-month window means age-in demand never stops. Educational content, workshops on Medicare basics and referral partners such as financial advisors keep it steady.
Special enrollment periods and retention
Moves and other life changes open special periods all year. Retention work, such as annual reviews and plain explanations of plan changes, keeps clients through each fall.
Medicare marketing events and seminars
Educational events teach Medicare in general; marketing events present specific plans. They have different rules, so decide which you are holding, say so in the invitation and run it accordingly.
What is a Medicare marketing event?
Under 42 CFR 422.2264, a marketing or sales event is a public meeting that meets the definition of marketing: plans and benefits are presented, applications can be taken and Scope of Appointment forms collected for later appointments.
Educational events
They must be advertised as educational and inform people about Medicare generally. Specific plans may not be marketed and applications may not be taken, though business cards, reply cards and Scope of Appointment forms may be handed out.
When an educational event is followed by a marketing event
Since the 2026 changes, attendees must be told the educational part is ending and a marketing event will follow, and be given a real chance to leave first. Script that moment into the run sheet.
Sign-in sheets, raffles and screenings
Marketing events may not require a sign-in or contact details to attend, may not use health screenings or surveys to single people out, and may use raffle entries only for the raffle.
Meals, gifts and nominal value
The rules bar providing meals to potential enrollees in marketing, whatever their value, and allow gifts only of nominal value. HHS OIG’s policy statement interprets nominal value as no more than $15 per item or $75 a year in total, and never cash.
Events in pharmacies, clinics and senior living
Under 42 CFR 422.2266, marketing may not happen where care is given, such as exam rooms or pharmacy counters, but is allowed in common areas such as waiting rooms and community rooms. Residents of long-term care facilities are visited only on request.
Personal marketing appointments
One-to-one meetings need a recorded Scope of Appointment beforehand, in writing when in person. How appointments are sourced and documented is set out on our insurance lead generation page.
Medicare agent marketing: building a brand people call
Agents win on trust and familiarity. A personal brand, a clear website, steady reviews, local visibility and educational events do more over time than any single campaign.
How do I market myself as a Medicare agent?
Pick the people you serve best, such as a county or a language, publish plain educational content for them, hold educational events, ask every client for a review and a referral, and stay visible all year, not only in the fall.
Your name, license and carriers
Show your name, the states you are licensed in and how to check your license, and whether you represent every plan in the area or some of them. Plain disclosure earns more calls than vague claims.
Medicare agent websites
Medicare agent websites need a fast mobile layout, a booking path that respects the contact rules, the TPMO disclaimer where it applies and educational pages kept apart from plan pages. Our website design and development team builds them on fixed prices.
Local search for agents
A complete Business Profile, a page for each county you serve and reviews from real clients help people nearby find you. Our insurance agency SEO page covers search for agencies in depth, and local SEO services the shared local method.
Social media without direct messages
Post educational content and event notices, reply to comments, and leave the first private message to the person: unsolicited direct messages from social platforms are among the contact methods the rules prohibit. Our social media marketing team runs accounts that way.
Referrals and reviews
Referral partners and past clients drive the steadiest growth. Payments for referrals are capped by CMS, and review requests should follow each platform’s rules, so keep both inside the workflow.
Medicare digital marketing: website, search, email and paid media
Medicare digital marketing works when each channel carries the rules for that channel: disclaimers on the site, opt-outs in every email, platform insurance policies in ads and the contact rules everywhere.
| Channel | Rules to plan around | What we build |
|---|---|---|
| Plan or TPMO website | Required content, disclaimers, current information within 30 days, MA kept apart from Medigap | Site, page checklist, update log |
| Search and content | Educational versus marketing content, accurate plan facts | Educational hubs, county pages, AI-ready answers |
| Unsolicited email allowed only with an opt-out in every message; CAN-SPAM | Opt-in forms, nurture series, suppression lists | |
| Paid search and social ads | Platform insurance and financial-services policies, CMS naming rules | Campaigns, landing pages, disclaimers |
| Direct mail and print | Allowed unsolicited; names, disclaimers and material IDs | Flyers, postcards, reply cards |
| TV, radio and video | Organization names read or shown at the pace of the phone number | Scripts, supers, approval files |
| Events | Educational versus marketing rules | Invitations, run sheets, sign-up pages |
Websites run by plans and TPMOs
Under 42 CFR 422.2265, plan websites must tell users when they leave the Medicare site, reflect material changes within 30 days, keep Medicare Advantage content separate from Medicare Supplement content and ask for no more than ZIP code, county or state to show general content.
Search and content for Medicare questions
Educational pages on enrollment periods, plan types and how to compare options earn search traffic all year. Keep them clearly educational, link to Medicare.gov for official tools and send people who want help to a booking page. AEO for insurance agencies covers AI search for agencies.
Email that carries an opt-out
The contact rules allow unsolicited email only when every message has an opt-out, and federal email law adds sender details and fast unsubscribes. Our email marketing service builds the nurture and suppression lists.
Paid search and social ads
Ad platforms apply their own insurance and financial-services policies on top of CMS rules, and some limit targeting. Plan ads with those policies in mind and keep every landing page approved like any other piece.
TV, radio and video
For television, online and social ads, the organization or marketing name is read at the same pace as the phone number or shown throughout at the same size. Radio reads it at the pace of the phone number.
How to market Medicare Advantage plans
Medicare Advantage marketing succeeds when every benefit claim matches the plan’s bid, every ad runs only where the benefit is offered and retention work respects the open enrollment limits.
Benefit claims that match the bid
CMS reviews materials to check that benefit and cost information reflects the bid. Build claims from the plan’s approved documents and keep a source for each one in the library.
Service-area accuracy
Do not advertise benefits that are not available where the ad appears, unless the ad runs in local media covering the area and reaching people elsewhere is unavoidable. Geographic targeting and county landing pages help.
Comparisons and co-branding
Comparisons with other plans must be accurate and supportable. Provider co-branding on marketing needs a statement that other providers are available in the network.
Marketing Medicare Advantage plans to people with disabilities
The Medicare population includes people with disabilities, and plans must show CMS that marketing resources reach the disabled Medicare population as well as people 65 and over. Plain language and accessible formats serve both.
Medicare advantage marketing ideas that stay inside the rules
Ideas that tend to work for plans and their agents:
- A plain explainer of the plan’s extra benefits, built from approved wording
- County landing pages that state which plans are offered there
- Educational webinars on plan types, advertised as educational
- A Star Ratings page that follows the display rules
- Large-print and accessible versions of key materials
- Member stories from enrollees, labeled as required
- An annual review invitation for existing members before the fall
Building an FMO brand that recruits agents and keeps them?Tell us how many agents you support, the states and the carriers. You get a free proposal with a written scope and a same-business-day reply.
Medicare marketing ideas for agents and FMOs
The ideas that last build familiarity before the fall and trust after it. Each one below runs through the same review workflow as any other piece.
- Monthly educational workshops at a library or community center
- A turning-65 guide offered through a reply card or web form
- A county-by-county page for each area you serve
- Partnerships with financial advisors and tax preparers for referrals
- A short video series answering one Medicare question each
- Postcards before the fall period announcing educational events
- Annual review reminders for existing clients
- Recruiting content for FMOs: training calendars, carrier lists, support
- A newsletter for clients with plan-year reminders and opt-out in every issue
- Bilingual materials where clients speak another language
Medicare field marketing organization campaigns
FMOs market twice: to agents they want to recruit and, through co-branded materials, to the people those agents serve. Build agent-facing and consumer-facing libraries separately, with the plan’s or carrier’s approvals attached.
Medicare TPMO operations
Call centers and marketing firms need scripts with the disclaimer before benefits, recorded calls, transfer and data-sharing disclosures, and monthly reporting to plans. We write the scripts and pages; your compliance team signs them off.
Writing for people on Medicare
Write in plain words, large type and a calm tone. Most readers are 65 or older, some have disabilities and many prefer another language, so readability and accessibility are part of compliance and part of conversion.
The Census Bureau’s 2020 census report on the older population counted 55.8 million people aged 65 and over, 16.8 percent of the population, up from 40.3 million in 2010. Marketing to Medicare beneficiaries means writing for a large, varied audience, not a stereotype.
Type size and layout
Required materials must be set in 12-point Times New Roman or an equivalent. Many plans and agents use larger type for marketing too, with high contrast and generous spacing.
Accessible websites
The W3C’s WCAG 2.2 asks at level AA for text that can be resized to 200 percent without loss of content and a contrast ratio of at least 4.5 to 1 for normal text. Our ADA-compliant website design work meets that standard.
Languages
Plans must translate required materials into any language that is the primary language of at least 5 percent of people in a plan benefit package service area. Agents serving those communities do well to match it in marketing.
Tone without pressure
No countdown clocks, no fear, no implied deadlines that do not exist. Clear dates, clear choices and an easy way to ask a question convert better with this audience and keep reviewers happy.
Marketing to Medicare patients as a provider
Practices and pharmacies that promote plans face the healthcare-setting rules. Providers marketing their own services to patients have other rules; see medical marketing agency and healthcare SEO agency.
Where prospect sourcing fits
Some agencies buy prospects from vendors; others generate their own through events, search and referrals. Either way, consent and disclosure rules govern the handoff, and those rules sit on a dedicated page.
Medicare lead generation marketing, from consent wording to call transfers and Scope of Appointment records, is covered on our insurance lead generation page. This page handles the brand, materials and channels that make people call you first.
How AI assistants answer Medicare marketing questions
Agents and FMO staff now ask ChatGPT, Claude, Perplexity, Gemini, Microsoft Copilot and Google AI Overviews how to market Medicare, what the 2026 rule changes mean and which agencies understand the rules. The answers lean on primary sources and clear pages.
What the assistants tend to cite
eCFR and CMS pages, Medicare.gov, carrier compliance pages, trade publications and agency pages that state the rules accurately and date them. A page that cites the section number and the date checked is easier to repeat.
What an agency or FMO should publish
Dated explainers of rule changes, plain pages on who you serve and in which states, your review process and proof of licensing. Keep them current; an assistant quoting last year’s rule helps nobody.
Let the search crawlers in
OpenAI recommends allowing OAI-SearchBot in robots.txt for sites that want to appear in ChatGPT search. Check that your site does not block it.
How much does Medicare marketing cost?
It depends on channels, states, the number of agents or plans and how much material needs review. We price each service from our published lists, and every quote follows a written scope.
| Service | Price | Typical Medicare use |
|---|---|---|
| SEO retainer | From $1,500 a month | Agency site, county pages, educational content |
| Single landing page | From $1,400 | One event or turning-65 sign-up page with tracking |
| Brochure site, 5 to 8 pages | From $9,500 | An independent agent’s website |
| Business site, 10 to 16 pages | From $18,000 | A brokerage or FMO site with agent pages |
| Bilingual site, 12 to 20 pages | From $26,000 | Agencies serving English and Spanish speakers |
| Accessibility remediation | From $4,000 | An existing site brought to WCAG 2.2 AA |
| Social media, Presence | $850 a month | One platform, educational posts |
| Social media, Growth | $1,850 a month | Two platforms with community management |
| Social media, Program | $3,400 a month | Two to three platforms, video and paid management |
What drives the cost up
Many states, many carriers, plan-year material volume, translations, video and events. Review cycles also add time, so we plan them into the schedule instead of the budget surprises.
Where to start on a small budget
An approved claims and disclaimer library, a clear website and an educational event calendar. Search and email follow once those are in place. Wider rates are on marketing agency pricing.
How to choose among Medicare marketing companies
Choose a firm that knows the rule topics, shows you its review workflow, keeps your approvals organized, measures appointments and applications, and never promises enrollment numbers.
| Requirement | How to check it |
|---|---|
| Knows Subpart V by topic | Ask how it handles events, Star Ratings and the TPMO disclaimer |
| Has a review workflow | Ask to see the checklist and approval log |
| Uses approved wording | Ask where claims and disclaimers come from |
| Tracks rule changes | Ask what changed in 2026 and how materials were updated |
| Respects the contact rules | Ask how it handles social messages, calls and email opt-outs |
| Measures the right things | Ask for a sample report on appointments and applications |
| Keeps accounts in your name | Confirm ownership of sites, ad accounts and lists |
| Is honest about its role | It should say it is not your compliance officer |
What Medicare marketing experts ask first
Which states, which carriers, which plan types, who approves materials and how long approval takes. If a firm skips those, it will produce pieces that stall in review.
Red flags among Medicare marketing agencies
Promises of enrollment counts, templates with outdated disclaimers, cold outreach plans, look-alike government designs and no approval log.
Is a specialist Medicare marketing company worth it?
For agencies and plans that produce many pieces each year, a specialist saves review cycles and lost weeks. For a single agent, a smaller scope around the website and events is often enough.
Measuring Medicare marketing
Measure appointments, show rates, applications and retention by channel and season. Report them honestly; never promise them.
| Number | What it tells you | Where it comes from |
|---|---|---|
| Inquiries by channel | Which channels reach people | Forms, calls and reply cards |
| Appointments booked | Whether inquiries turn into conversations | Calendar or CRM |
| Show rate | Whether reminders and timing work | CRM |
| Applications submitted | Whether conversations end in a decision | Agency management system |
| Retention after the fall | Whether clients stay | Book of business |
| Review cycle time | How long approval takes | The approval log |
Cost per appointment
Divide channel spend by appointments held, not booked. It is the fairest single number for comparing events, mail and digital.
Season-over-season comparison
Compare this fall with last fall, not with the summer. Medicare demand is seasonal by design.
How Progression works as a Medicare marketing agency
We build the brand, the materials and the channels, run a compliance-first workflow and report what each channel produces.
- A claims and disclaimer library built from approved sources
- A channel checklist for web, email, mail, events, ads, TV, radio and social
- An approval log with material IDs, versions and expiry dates
- A calendar built around October 1, fall open enrollment and the January to March window
- Agent, brokerage and FMO websites on fixed prices
- Educational content and county pages for search and AI answers
- Plain-language, large-type and accessible materials
- Monthly reporting on inquiries, appointments and applications
- No enrollment guarantees, and no legal advice: your compliance team signs off
For wider insurance work, see insurance branding, and for older audiences beyond Medicare, senior living marketing.
Related services for Medicare and insurance businesses
These pages cover the channels and markets around Medicare marketing.
- Marketing for insurance agencies
- Insurance lead generation with consent and compliance
- Insurance agency SEO
- AEO for insurance agencies
- Insurance branding
- Senior living marketing agency
- Healthcare SEO agency
- Medical marketing agency
- Local SEO services
- Website design and development
- ADA-compliant website design
- Email marketing service
- Social media marketing
- Social media marketing pricing
- Direct mail marketing
- Event marketing agency
- Financial advisor marketing
- Copywriting agency
- CRM consultant
- Marketing automation agency
Want Medicare marketing that clears review the first time?
Send your states, carriers and the pieces you plan for the next season. You get a free proposal with a written scope and a same-business-day reply.
Getting found in search
AI, AEO and what is changing
Paid media and lead generation
Websites and design
Choosing and working with an agency
Software and app development
Website design by industry and type
Web development, platforms and hosting
Social, content and brand
By industry and by situation
Frequently asked questions
What does a Medicare marketing agency do for agents and FMOs?
What counts as Medicare marketing under CMS rules?
What is a Medicare marketing event?
How do I market myself as a Medicare agent?
How to market Medicare Advantage plans without breaking CMS rules?
How should a medical practice market to Medicare patients?
How often are Medicare communications and marketing guidelines updated?
What changed in the Medicare marketing rules in 2026?
Where are the CMS Medicare marketing guidelines published?
Do Medicare marketing materials need CMS approval before use?
Can Medicare marketing use testimonials?
Can a Medicare Advantage ad say free?
Can Medicare marketing use the Medicare logo or card?
Can we serve food at a Medicare seminar?
Can agents give gifts at Medicare events?
Can Medicare agents mail flyers without a request?
Can Medicare agents message people on social media?
When can plans start marketing next year’s benefits?
How should Star Ratings appear in Medicare Advantage marketing?
Do Medicare Supplement ads follow the same CMS rules?
Is Progression a Medicare compliance firm?
What budget should an agency or FMO set for Medicare marketing with Progression?
Can a New York agency handle Medicare marketing in other states?
Agents asking why your flyers keep coming back from compliance?Send two pieces that were rejected and the carrier notes. You get a free proposal with a review workflow, a written scope and a same-business-day reply.
Get a free marketing proposal
Tell us what you are trying to grow and we will come back with a plan, not a pitch deck. Same-day reply on weekdays.