[Templates] Consent to Contact Resources for Marketplace Brokers

As part of the CMS guidelines, brokers are now required to obtain consent to contact from Marketplace consumers, including individuals, employers, and employees. Use these resources to obtain consent from your new and existing clients.

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Obtaining Consent to Contact from Individual and Group Clients 

The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for life and health insurance brokers to obtain consent to contact prior to providing assistance with Marketplace plans.

To stay compliant with these new regulations, brokers must obtain consent from individuals, employers, and employees and retain their consent in their records for a minimum of 10 years. 

Utilize these consent to contact resources to efficiently obtain consent and ensure your agency maintains compliance. Included in these resources are:

  • Workflow recipes to ensure consent is obtained from all new and existing clients
  • Email templates to send and request consent
  • A downloadable PDF form your agency can link to in communications

Get the Consent to Contact Resources:

How can I obtain consent?

Brokers can obtain consent verbally (on a recorded line), electronically (via email), or in person. It's best practice to capture their consent in verbal or written records that you can then store in your industry-specific agency management system. 

Where can I learn more about these regulations?

Read our blog Understanding the Federally-Facilitated Marketplace (FFM) Standards of Conduct & How to Comply to learn more about these rules and how your agency can stay compliant. 

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended Management Platform for health and life insurance agencies. Agencies utilize AgencyBloc’s industry-specific AMS to house all their client data, including essential documents like consent to contact records.