M Media Medigap Contact Wizard

M Media Medigap Contact Wizard is a conversion-optimized, TCPA-compliant lead generation system built specifically for Medicare and Medigap insurance professionals. It turns complex enrollment questions into an engaging multi-step wizard that dramatically improves completion rates compared to traditional contact forms and every phone lead it produces is backed by a proper consent record you can stand behind.

Key Features

TCPA-Compliant Lead Capture Built In

Phone leads from this form are TCPA-ready from day one:

• Explicit, standalone consent checkbox separate from the Privacy Policy, never bundled with a purchase condition

• FCC-required disclosure language: names your agency, lists covered contact methods (calls, pre-recorded messages, SMS/MMS), and states consent is not required to receive a quote

• Phone field note tells prospects what they are consenting to before they reach the final step

• Every submission stores a full consent record as WordPress post meta: consent given (yes/no), Unix timestamp, submitter IP address, and the exact consent text presented at submission time

• Consent is optional prospects who prefer email-only contact can leave the box unchecked; the form still submits

5-Step Wizard Interface

• Step 1: Contact Information (Name, Email, Phone, ZIP, State)

• Step 2: Medicare Status (Current enrollment, parts, existing coverage)

• Step 3: Needs & Concerns (Interests, timing, coverage requirements)

• Step 4: Health Details (Conditions, prescriptions, pharmacy preferences)

• Step 5: Preferences & Final Questions (Priorities, referral source, TCPA consent, privacy consent)

Advanced Anti-Spam Protection

• Honeypot field catches bots automatically

• Time-based submission validation (minimum 7-second completion)

• WordPress nonce security on all submissions

• No CAPTCHA needed

Submission Management

• All inquiries saved as a custom post type

• Easy-to-browse submissions dashboard in WordPress admin

• Full submission history with timestamps

5 Email Delivery Options

• Gmail OAuth one-click connection, no passwords needed

• Email Provider Presets auto-configured for Gmail, Outlook, Yahoo

• WordPress Mail works with any existing SMTP plugin

• Server Mail uses the server’s built-in mail() function

• Custom SMTP full manual configuration

File Upload Support

Prospects can optionally upload a prescription list (PDF, JPG, PNG, DOC, DOCX, TXT 2 MB limit). The file is stored securely and linked in the submission record.

Customization

• Configurable primary color for buttons, progress bar, and links

• Custom success message with HTML support

• Responsive design works on all devices

Shortcode

[mmcw_medigap_wizard]

Add this to any page, post, or widget area.

Perfect For

Medicare agents and brokers, Medigap specialists, insurance agencies, Medicare enrollment centers, and lead generation sites that need audit-ready TCPA documentation on every phone lead.

External Services

0 and Gmail API services when the Gmail OAuth email delivery method is selected. ) do not contact any external service.

0 & Gmail API

• What it is: Google’s authentication and email-sending service.

• What it is used for: Authenticating the site administrator’s Google account and sending notification emails through that Gmail account on their behalf.

• What data is sent and when:

• During setup: the administrator is redirected to Google’s consent screen ( accounts.google.com ) to grant the plugin permission to send email. Google returns an authorization code and access/refresh tokens to the WordPress admin.

• When sending a notification email: the email content (recipient address, subject, and body containing form submission data) is transmitted to gmail.googleapis.com to be delivered. This only occurs when a visitor submits the contact form.

• Token refresh requests (OAuth access token renewal) are sent to oauth2.googleapis.com.

• A one-time request is made to www.googleapis.com/oauth2/v2/userinfo during setup to retrieve and display the connected Gmail address in Settings.

• Data stored locally: Access tokens and refresh tokens are stored in the WordPress options table ( wp_options ) and are never transmitted to any service other than Google.

• Google’s Terms of Service: https://policies.google.com/terms

• Google’s Privacy Policy: https://policies.google.com/privacy

• Google API Services User Data Policy: https://developers.google.com/terms/api-services-user-data-policy

No other external services are contacted by this plugin. All form submissions are stored locally in your WordPress database.