Updated Oct 2026

Set up the Permission to Contact form

Your Permission to Contact (PTC) form is a Medicare consent form. A person fills it in and signs it to say you may contact them. Set it up here before you share its link with anyone.

Before you start

You can fill in this page on any plan. To share a link that works, your plan has to include Permission to Contact. See Plan limits below.

You have one PTC form, and it covers all your brands. Each brand gets its own link to it.

This warning sits at the top of the Permission to Contact page. It shows every time, and you can’t close it:

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

Follow it. Have your lawyer review the form, and get your carriers to approve it, before you turn it on. This page shows you how to fill in the settings. It can’t tell you when it’s legally safe to turn the form on.

Steps

1. Open the settings

Select PTC Consents in the sidebar, then select Form settings near the top. Any link named Permission to Contact settings brings you to the same page.

Except for the photo, nothing saves until you select Save. Save before you leave the page.

2. Fill in your agency and agent details

Under Agency and agent, fill in:

Agency legal name
Doing-business-as name (optional)
Licensed agent’s full name
National Producer Number (NPN): digits only, up to 10 of them.
Agent phone number: the number people can reach you on. Use at least 10 digits.
Agent email (optional)
Website (optional): the full address, starting with https://.
Agent photo: select Upload photo to add one. Use a JPEG, PNG, GIF or WebP image up to 10 MB. It saves right away. Select Remove to take it off.
Service area: for example, “Wake County, NC”.
I represent every plan available in this service area: check this only if it’s true.
Organizations represented: how many organizations you represent in this service area.
Products offered: how many products you offer there.

The form’s required disclaimer states those last two numbers word for word. So enter the real counts. Both must be more than 0. The checkbox above them changes the disclaimer’s wording to match, too.

Agent email (optional), Website (optional) and Agent photo are for a contact card that shows after someone signs. That card is turned off for now, so signers don’t see them yet.

3. Choose the coverage you offer

Under Types of coverage you offer, check each type you sell:

Medicare Advantage (no drug coverage)
Medicare Advantage with prescription drug coverage
Standalone Medicare prescription drug plan
Medicare Supplement (Medigap)
Dental, vision, hearing

A new form starts with the first four checked. Keep at least one.

Under Data-share recipients, select + Add recipient once for each organization you share signed permissions with. Type its legal name. Select Remove to take one off the list.

Each one has to be a real company name, not a group like “our marketing partners”. The check looks for words such as partners, affiliates, agencies and network. A name with one of those words in it stops the form from being turned on. Don’t leave a name blank, or the page won’t save.

5. Confirm your branding

Check I confirm the logo and brand name on this form are my agency’s own, not a carrier’s.

The form shows your brand’s name and logo. It can’t show a carrier’s, and it can’t be tied to one carrier’s products. PostSignOff checks for well-known carrier names. It looks in your agency name, doing-business-as name, service area and recipients. If it finds one, you can’t turn the form on until you take it out.

6. Clear the red box

The red Resolve these before you can activate this form: box lists whatever is still missing. Each line says what to fix. The box updates when you save.

7. Activate this form

Check Activate this form, then select Save. When the save works, Saved shows next to the button for a moment.

You can fix the last items and turn the form on in the same save. If anything is still missing, the save fails and the message says what. See If something goes wrong.

Each save makes a new version of your form. People who sign after that see the new version. Records that are already signed keep the version their signer saw.

To stop taking new signatures, uncheck Activate this form and select Save. Links you’ve shared then show “This form isn’t available.”

You don’t share the link from the settings page. There are three places to get it.

In a post. Open the post from the Posts page. Put your cursor where the link should go, then select Capture in the editor toolbar. The Add your Permission to Contact link dialog shows your link. Select Insert. It goes in at your cursor. If you selected text first, the link replaces it.

When you create a post with AI. In Create Post, choose ✨ Generate with AI and check Include PTC consent link. The link goes at the end of each platform version. Instagram and TikTok don’t get it, because links there can’t be clicked. The dialog reminds you to put it in your bio instead. Turn the form on first. You can check Include PTC consent link as soon as nothing is missing. But if the form isn’t turned on yet, the post is made without the link.

On the Brands page. Select Brands in the sidebar and pick a brand. Find the Permission to Contact link section. It shows the Public form link. Select Copy to share it anywhere.

Each link opens your form with that brand’s name and logo. In a post, that’s the brand picked in the brand switcher at the top of the app.

A link added to a post also names that post, so you can see which post each signature came from (see Permission to Contact, explained). The Brands page link names no post.

If the link isn’t ready, you see one of these instead:

“Permission to Contact is available on paid plans.” Your plan doesn’t include it. See below.
“Your Permission to Contact form isn’t ready to share yet:” and a list. Fix each item in Permission to Contact settings.
“Your Permission to Contact form is disabled. Enable it in Permission to Contact settings.” Everything is filled in, but you haven’t turned the form on. Check Activate this form and save.

Plan limits

Your plan has to include Permission to Contact for the link to work. If it doesn’t, the dialog shows:

Permission to Contact is available on paid plans. Upgrade to unlock.

Select Upgrade to unlock to go to the Billing page. You can still fill in and save the settings page on any plan.

Each plan also caps how many people’s signed records you can keep. Your Usage page shows how many you have, under PTC consent records. People who sign again don’t count twice.

When you reach the cap, your form shows “This form isn’t available.” to everyone. That includes people who are signing again to renew. PostSignOff doesn’t warn you when this happens, so keep an eye on your Usage page. See Understand your plan limits.

If something goes wrong

“Could not load your Permission to Contact settings.”: The page couldn’t load your settings. Refresh the page, or try again in a moment.

“Could not save. Try again.”: The save didn’t reach PostSignOff. Check your connection and select Save again.

“Cannot enable this form: {reasons}”: You tried to turn the form on while something was still missing. Nothing from that save was kept, but your changes are still on the screen. Fix what’s missing and save again. To keep your changes for now, uncheck Activate this form and save. That leaves the form off until you finish. The message lists short codes, not plain words. Here’s what each one means:

Code in the message	What it means
`AGENCY_LEGAL_NAME_REQUIRED`	“Enter your agency’s legal name.”
`AGENT_NAME_REQUIRED`	“Enter the licensed agent’s full name.”
`AGENT_NPN_REQUIRED`	“Enter a valid National Producer Number (1–10 digits).”
`AGENT_PHONE_REQUIRED`	“Enter a phone number beneficiaries can reach you on.”
`PRODUCT_LINES_REQUIRED`	“Choose at least one type of coverage you offer.”
`ORGANIZATION_COUNT_REQUIRED`	“Enter how many organizations you represent in this service area. The required disclaimer states this number.”
`PLAN_COUNT_REQUIRED`	“Enter how many products you offer in this service area.”
`RECIPIENT_NOT_LEGAL_ENTITY`	“List each recipient’s legal entity name. Categories such as ‘our marketing partners’ are not permitted.”
`CARRIER_NAME_PRESENT`	“Remove the carrier name. This form must stay carrier-neutral — naming a carrier limits the permission to that carrier’s products.”
`BRANDING_NOT_ATTESTED`	“Confirm the logo and brand name on this form are your agency’s own, not a carrier’s.”

Sometimes the message starts with a field name instead, such as “agentPhone: String must contain at least 10 character(s)”. That means one field has something PostSignOff can’t save, so nothing was saved. Check the phone number (10 digits or more), the email, the website (it needs https://) and your recipients (none blank). Then save again.

If people say your link shows “This form isn’t available.”, check three things. Is the form turned on? Does your plan include Permission to Contact? Have you reached your plan’s cap on records? The page looks the same for each reason, on purpose.

What turning the form on doesn’t do

It isn’t a legal review. Your lawyer and your carriers do that outside the app. The warning banner stays on the settings page for good. It isn’t a notice you clear once you’re done.
It doesn’t give you a paper form. If you print the blank form, there’s no place to sign or date it.

A signed permission lasts 12 months from the date it’s signed. After that it expires, and the person needs to sign again before you rely on it. See View and export signed consents to see how expiry shows up.