1. Compliant Generic Marketing Materials

2. What are Generic Marketing Materials?
Marketing materials free of carrier branding/plan information/benefit information
Business cards are not considered Generic Marketing Materials

3. Requirements for GMMs
Document the products you intend to market. Use the full, unabbreviated format when you refer to Medicare product types:
Medicare Advantage Plans
Medicare Supplement Insurance
Prescription Drug Plans
Clearly identify yourself as the sender – include your name/agency name, & phone number
All text must be at least 12 point font or larger
Medicare Supplement Insurance plans must be referred to specifically as ‘Medicare Supplement Insurance’ before it is referred to as ‘Medigap.’

4. GMM Restrictions
No carrier logos, plan/benefit information, or references to Star Ratings
No DOB request on a Business Reply Card (paper or electronic)
No superlatives/qualified superlatives, e.g. ‘the best’ or ‘one of the best’
Don’t use the word ‘free’ in relation to benefits
Don’t use the word ‘entitled,’ unless it is accurately used as it relates to Part A
Don’t use the word ‘seniors’ to refer to the Medicare-eligible population

5. Creating GMMs Use a piece on the Berwick Agent Portal!
Create your own piece, and send it to for review
Use a carrier-branded marketing piece

6. Questions?