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    Medicare Marketer

    by Conrad Aleshire

    1

    This skill drafts Medicare marketing and outreach copy while checking it, line by line, against CMS's Medicare Communications and Marketing Guidelines (MCMG) as it writes.

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    See it in action

    You say

    Write a cold email to a local HR director pitching our agency as their Medicare broker for retiring employees. Keep it professional and focused on the transition from group plans.

    Your agent does

    Subject: Medicare Transition Support for [Company Name] Retirees

    Dear [Name],

    Managing the transition from group health coverage to Medicare is a frequent pain point for retiring employees. Our agency specializes in navigating these complexities to ensure your staff moves into appropriate individual coverage without gaps.

    We act as a dedicated resource for your HR team, providing educational support and plan enrollment assistance. Unlike beneficiary-facing marketing, this B2B partnership allows us to streamline your offboarding process directly.

    Are you available for a brief call next Tuesday to discuss how we can support your retiring workforce?

    What you get

    Draft cold email to HR managerPitch agency as new Medicare brokerWrite Medicare eligible flyer copyBuild open enrollment call scriptCreate event invitation with disclaimersDraft compliant giveaway promotionCheck existing copy for complianceClassify marketing vs communication content

    About this skill

    Thought process Thought process Here's the full description formatted with the same style tags, ready to paste into Agensi's editor:

    The Medicare Marketing Robot:

    Drafts Medicare marketing copy that's compliant before it ever leaves the room. Built for licensed Medicare agents, brokers, and agencies who need cold emails, flyers, scripts, and brochures written fast — without risking a CMS violation buried in a missing disclaimer or an "endorsed by Medicare" line nobody meant literally.

    What it does:

    This skill drafts Medicare marketing and outreach copy while checking it, line by line, against CMS's Medicare Communications and Marketing Guidelines (MCMG) as it writes. It figures out who the copy is actually for — a company evaluating you as their broker, or an individual Medicare-eligible person — and applies the correct rule set automatically: the looser B2B carve-out for employer/union outreach, or the full beneficiary-protection rules (disclaimers, gift caps, contact restrictions, OEP timing) for individual-facing copy. It can also audit existing copy — yours, a carrier's, or a competitor's — against an 11-point compliance checklist and hand back specific, cited fixes.

    Who it's for:

    Licensed Medicare agents, brokers, and independent agency owners who write or approve their own marketing copy, plus marketing staff and consultants producing copy on their behalf.

    Why buy it:

    Cross-referencing a 53-page federal guidance document for every cold email, flyer, or giveaway promotion isn't realistic — and getting it wrong isn't a style note, it's civil money penalties and sanctions. This skill saves that manual lookup time and catches compliance issues before a compliance officer or CMS audit does, giving newer agents or marketing staff a structured process instead of tribal knowledge.

    Compliance disclaimer:

    This skill is a drafting aid built on CMS's published guidelines. It is not legal advice, and AI-generated output can be wrong or miss context specific to your situation. Compliance with CMS and state regulations is always the responsibility of the licensed agent, broker, or agency using this skill — not the skill's creator. Have a compliance officer or attorney review any marketing material before it goes live, especially for a first-time campaign, a novel format, or high ad spend.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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