TCPA-compliant 5-step Medigap lead capture wizard. Every phone contact is consent-backed, timestamped, and audit-ready — out of the box.

mmediasoftwarelab

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.
<h4>Key Features</h4>
TCPA-Compliant Lead Capture — Built In
Phone leads from this form are TCPA-ready from day one:
<ul>
<li>Explicit, standalone consent checkbox — separate from the Privacy Policy, never bundled with a purchase condition</li>
<li>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</li>
<li>Phone field note tells prospects what they are consenting to before they reach the final step</li>
<li>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</li>
<li>Consent is optional — prospects who prefer email-only contact can leave the box unchecked; the form still submits</li>
</ul>
5-Step Wizard Interface
<ul>
<li>Step 1: Contact Information (Name, Email, Phone, ZIP, State)</li>
<li>Step 2: Medicare Status (Current enrollment, parts, existing coverage)</li>
<li>Step 3: Needs & Concerns (Interests, timing, coverage requirements)</li>
<li>Step 4: Health Details (Conditions, prescriptions, pharmacy preferences)</li>
<li>Step 5: Preferences & Final Questions (Priorities, referral source, TCPA consent, privacy consent)</li>
</ul>
Advanced Anti-Spam Protection
<ul>
<li>Honeypot field catches bots automatically</li>
<li>Time-based submission validation (minimum 7-second completion)</li>
<li>WordPress nonce security on all submissions</li>
<li>No CAPTCHA needed</li>
</ul>
Submission Management
<ul>
<li>All inquiries saved as a custom post type</li>
<li>Easy-to-browse submissions dashboard in WordPress admin</li>
<li>Full submission history with timestamps</li>
</ul>
5 Email Delivery Options
<ul>
<li>Gmail OAuth — one-click connection, no passwords needed</li>
<li>Email Provider Presets — auto-configured for Gmail, Outlook, Yahoo</li>
<li>WordPress Mail — works with any existing SMTP plugin</li>
<li>Server Mail — uses the server’s built-in mail() function</li>
<li>Custom SMTP — full manual configuration</li>
</ul>
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
<ul>
<li>Configurable primary color for buttons, progress bar, and links</li>
<li>Custom success message with HTML support</li>
<li>Responsive design works on all devices</li>
</ul>
<h4>Shortcode</h4>
<pre><code>[mmcw_medigap_wizard]
</code></pre>
Add this to any page, post, or widget area.
<h4>Perfect For</h4>
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.
<h3>External Services</h3>
This plugin optionally connects to Google’s OAuth 2.0 and Gmail API services when the Gmail OAuth email delivery method is selected. This feature is entirely optional — other email methods (WordPress Mail, SMTP, etc.) do not contact any external service.
Google OAuth 2.0 & Gmail API
<ul>
<li>What it is: Google’s authentication and email-sending service.</li>
<li>What it is used for: Authenticating the site administrator’s Google account and sending notification emails through that Gmail account on their behalf.</li>
<li>What data is sent and when:
<ul>
<li>During setup: the administrator is redirected to Google’s consent screen (<code>accounts.google.com</code>) to grant the plugin permission to send email. Google returns an authorization code and access/refresh tokens to the WordPress admin.</li>
<li>When sending a notification email: the email content (recipient address, subject, and body containing form submission data) is transmitted to <code>gmail.googleapis.com</code> to be delivered. This only occurs when a visitor submits the contact form.</li>
<li>Token refresh requests (OAuth access token renewal) are sent to <code>oauth2.googleapis.com</code>.</li>
<li>A one-time request is made to <code>www.googleapis.com/oauth2/v2/userinfo</code> during setup to retrieve and display the connected Gmail address in Settings.</li>
</ul>
</li>
<li>Data stored locally: Access tokens and refresh tokens are stored in the WordPress options table (<code>wp_options</code>) and are never transmitted to any service other than Google.</li>
<li>Google’s Terms of Service: https://policies.google.com/terms</li>
<li>Google’s Privacy Policy: https://policies.google.com/privacy</li>
<li>Google API Services User Data Policy: https://developers.google.com/terms/api-services-user-data-policy</li>
</ul>
No other external services are contacted by this plugin. All form submissions are stored locally in your WordPress database.

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