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Jan 8, 2025 10:43 PM
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Checklist for submitting materials for review
When submitting communication and marketing materials, check the following items in the checklist below.
Is the material Marketing or Communication? If your material meets the definition of marketing material, read and follow the guidelines in the Marketing Material Requirements Guide below prior to submitting your marketing material for Spark Compliance Review.
Marketing Materials Requirements Guide.pdf111.5KB
If your material is a communication material, including a Lead Generation Form (BRC/PTC), read and follow the guidelines in the Communication Materials Requirements Guide below prior to submitting to Spark for compliance review.
Communication Materials Guide.pdf144.3KB
Make sure you are using compliant agent titles. Compliant agent titles are: Licensed Insurance Agent, Licensed Sales Agent, Licensed Sales Representative, Sales Agent, and Sales Representative.
Check that your material has the correct disclaimer. See one of the guides above.
Materials that include a phone number should clearly indicate that calling the agent number will direct an individual to a licensed sales agent. Immediately prior to including the agency’s number or any number that will reach a sales agent, state that the number will dial a "licensed sales agent" or “licensed insurance agent”. Use this statement when listing a number that dials a licensed sales agent directly. “Calling this number will connect you to a licensed insurance agent.”
California materials only: your license # is included on the piece
Anyone planning to sell in Florida: your company name cannot have the words “Medicare” in it. You may use it in other states, but you will be at risk of states changing their rules in the future to disallow “Medicare”. We recommend renaming your company and using DBAs (doing-business-as) where appropriate.