Recently, I came across a doctor's office and became the broker of record for the office. As I was talking with the office manager, she asked me if I did anything with Medicare and I said "yes." She asked if I'd be willing to help her with enrolling individuals in MAPD plans and I said yes. She then told me she could provide me the contact info for 3-4 Medicare beneficiaries per month and enroll them in a plan. I thought about the CMS rules about contact and I know that the carrier have lead cards, but do I have to use a carrier-specific lead card. Or can I generate my own? If I generate
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