Medicare marketing compliance · MA & Part D
Scan any Medicare marketing piece against the current CMS rules — every finding quoted, cited to the CFR, and fixable in minutes. Not review cycles.
“the #1 rated Medicare plan in Texas”
Superlatives are prohibited unless substantiated with data submitted to CMS with the material.
Actual MedScan output format
80%+
of secret-shopped sales events had deficiencies in a CMS review sample. The shoppers are still out there.
Monthly
carriers must report agent marketing violations to CMS — with your name in the report.
One piece
of unfiled or misleading marketing can end a carrier appointment — and the book of business behind it.
Paste ad copy or a script, upload a PDF or image, or point at a live URL. TV, mailers, landing pages, social, email, events — every channel has its own rules, and MedScan knows them.
Every violation quoted verbatim, severity-ranked, with the regulation cite and a concrete fix. No vague “consider reviewing” — the exact sentence, the exact rule, the exact edit.
The marketing-vs-communications call, SMID guidance, likely review pathway, and a carrier preflight checklist — so the piece clears review on the first pass.
Fifteen encoded rules across every marketing channel. A sample of the checks that burn agents most often:
TPMO disclaimer missing, buried, or stale wording
§ 422.2267(e)(41)
Superlatives without substantiating data
§ 422.2263
“Free” and $0 claims that mislead
§ 422.2262
Implied government endorsement
§ 422.2262(a)
Lead-form consent violations (PEWC)
§ 422.2274(g)
Unfiled marketing that needed a SMID
§ 422.2261
Drift monitors
A benefit edit, a plan-year rollover, a rule change — and a previously clean page is silently out of compliance. Monitored pages are re-checked on a schedule and diffed against their last findings, so drift gets flagged before a regulator sees it.
Filing toolkit
SMID structure checks, the marketing-vs-communications call, per-carrier review boards, CMS-clock timelines, and generated cover sheets — the whole path from draft to filed material in one place.
The rules changed: SHIP disclaimer wording removed, the 48-hour SOA hold eliminated, call retention cut to 6 years, compensation caps vacated in court. Stale checkers flag the wrong things and miss the real ones. MedScan's ruleset is maintained against the eCFR and versioned by plan year.
42 CFR § 422.2260–2274
CY2026 · CY2027 final rules
eCFR-anchored
Tell us about your book and how you market — we review every request personally and send codes to the agents and agencies we can serve best right now.
Request a pilot invite