Updated Oct 2026

Permission to Contact, explained

If you sell Medicare plans, you know the basic rule. You don’t contact someone about coverage unless they’ve said yes. The hard part is what “yes” looks like on paper. A list of phone numbers tells you who you can dial. It doesn’t tell you who said yes, what they said yes to, or when. If anyone ever asks why you called a certain person, a list of numbers has no answer.

That’s the gap the Permission to Contact (PTC) form fills. A person signs it to give you clear, specific permission to contact them about Medicare plans. The signature is theirs, and so are the choices on it.

What a signed record holds

Each signature keeps the pieces you’d need to rebuild the permission later. It records who signed and the date they signed. It records the ways they agreed to be contacted: phone, text, email or mail. It records the types of coverage they checked, and the date the permission runs out.

Phone calls and texts need a second yes. The form has its own box for telephone consent. If the person leaves it unchecked, PostSignOff doesn’t list phone or text as ways to reach them, even if they picked those. Before they sign, the form shows them the ways you’ll be able to reach them.

The record also keeps a copy of the form’s wording, just as the person saw it. If you change your settings later, people who already signed keep the old wording on their record. You can’t open that copy in the app or find it in the export. It stays stored with the record.

The form also limits what the permission can be. It has to stay carrier-neutral, because naming a carrier would limit the permission to that carrier’s products. Anyone you share signed permissions with has to be named as a real company, not a group like “our marketing partners”. And the disclaimer the signer reads states how many organizations you represent and how many products you offer in your area. So the scope is clear before anyone signs. That’s what makes the record worth keeping.

People can sign more than once. A renewal doesn’t replace the old signature. Every signature a person gives stays in their history, with its own dates, channels and coverage. The export has one row per signature. The record grows. It doesn’t get rewritten.

Where a signature came from

Each signature notes which of your brands’ links the person used. A link with no brand attached leaves the brand blank.

When you add your PTC link to a post, from Create Post or from the editor’s Capture button, the link also names that post. When someone signs through it, the signature records the post:

PTC Consents shows “From LinkedIn post · Oct 2” under the person’s brand, with a link to the post. The CSV export adds the post’s ID, platform, posted date and link.
The post’s page shows how many people signed through it, with a link to their consents.
Analytics lists the posts that led to signatures in the period you’re viewing, even if the post has no score yet.

A signature through a link that names no post shows “Not from a post”. That covers the link you copy from the Brands page, links in posts made before this feature, and Instagram and TikTok, where a link in the post text can’t be clicked.

Why permissions expire

A signed permission lasts 12 months from the date it’s signed. The form tells the signer this, too. Permission is about a moment in time. A year later, their life may have changed, or yours.

After 12 months the record’s status changes to Expired. The person needs to sign again before you rely on it. Expiry doesn’t erase anything. The old signature stays in their history. It stops being something you can act on. It becomes something you can only point back to.

When someone asks you to stop

The form tells people they can take back their permission at any time, in any reasonable way. It also says you’ll honor that within 10 business days.

When someone asks, record it on the PTC Consents page with Revoke. See View and export signed consents. Their signed records stay, as evidence. They show as do not contact on every one of your brands. If they want to hear from you again later, they sign the form again.

Where the boundary sits

PostSignOff stores and sorts the record. It doesn’t decide whether your outreach fits what someone agreed to. Making the call, sending the text, staying inside the coverage they checked: that’s all yours to get right. Recording a revocation here doesn’t stop calls from your phone or texts from another system, either.

Turning the form on isn’t a legal review. The settings page shows this warning every time you open it:

“This form has not been reviewed by counsel or approved by your carriers. Do not enable it until both are complete.”