Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow How Health Insurance Agents Can Stay TCPA Compliant
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Resources:
Federal TCPA Compliance Checklist PDF
Register with Ritter Insurance Marketing
Guidelines for Sharing Personal Beneficiary Data with Other TPMOs
How to Stay Compliant During All Medicare Sales
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
Where It All Begins: Obtaining Permission to Contact for Medicare Sales
References:
“California Consumer Privacy Act (CCPA).” Oag.ca.Gov, State of California - Department of Justice - Office of the Attorney General, 28 Jan. 2025, oag.ca.gov/privacy/ccpa.
“CAN-SPAM Act: A Compliance Guide for Business.” Ftc.Gov, Federal Trade Commission, 22 July 2025, www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business.
“Federal Trade Commission.” Ftc.Gov, Federal Trade Commission, 3 Apr. 2024, www.ftc.gov/about-ftc.
“Federal Trade Commission Do Not Call Registry.” Donotcall.Gov, Federal Trade Commission, www.donotcall.gov/. Accessed 23 Oct. 2025.
“Medicare Advantage Communication Requirements.” Federalregister.Gov, Centers for Medicare & Medicaid Services, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 28 Aug. 2025.
DeTorres, Dustin. “Navigating Telemarketing Laws: What Insurance Agents Need to Know About Calling Aged Leads.” Badassinsuranceleads.Com, Badass Insurance Leads, 16 Jan. 2025, badassinsuranceleads.com/navigating-telemarketing-laws-what-insurance-agents-need-to-know-about-calling-aged-leads/.
“Telemarketing in NY.” NYSenate.Gov, The New York State Senate, www.nysenate.gov/legislation/laws/GBS/399-Z. Accessed 23 Oct. 2025.
“Telemarketing in PA.” Attorneygeneral.Gov, Pennsylvania Office of Attorney General, www.attorneygeneral.gov/resources/telemarketing-in-pa/. Accessed 23 Oct. 2025.
“Telemarketing Sales Rule.” Ftc.Gov, Federal Trade Commission, 25 Oct. 2024, www.ftc.gov/legal-library/browse/rules/telemarketing-sales-rule.
“Telephone Consumer Protection Act (TCPA).” Fcc.Gov, Federal Communications Commission, www.fcc.gov/sites/default/files/tcpa-rules.pdf. Accessed 23 Oct. 2025.
“UPDATE: 11th Circuit Vacates FCC’s One-to-One TCPA Consent Rule.” Wiley.Law, Wiley Rein LLP, www.wiley.law/alert-UPDATE-11th-Circuit-Vacates-FCCs-One-to-One-TCPA-Consent-Rule. Accessed 23 Oct. 2025.
Stefen. “What Is TCPA Express Consent?” Dnc.Com, Contact Center Compliance, 16 June 2025, www.dnc.com/blog/what-tcpa-express-consent.
“What Is the TCPA?” Dnc.Com, Contact Center Compliance, www.dnc.com/what-is-tcpa/. Accessed 23 Oct. 2025.
Stines, Robert A., and Jeremy D. Richardson. “What to Know About Florida’s Telephone Solicitation Act.” Sgrlaw.Com, Freeborn & Peters LLP, www.sgrlaw.com/wp-content/uploads/2023/04/What-to-Know-About-Floridas-Telephone-Solicitation-Act-Final.pdf. Accessed 23 Oct. 2025.
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