instantvob®

Introducing instantvob® WP, a dynamic WordPress plugin tailored for medical providers seeking to streamline their 
insurance verification process. This plugin effortlessly connects your WordPress website with the powerful <a href="https://instantvob.com/" rel="nofollow ugc">instantvob®</a> 
platform, ensuring your site visitors can verify their insurance benefits with ease and precision.
Once installed, instantvob® WP allows you to place a customizable form on any page of your site using a simple 
shortcode. This form invites patients to submit their insurance details, facilitating a seamless verification of their 
benefits before their treatment commences. The result is an enhanced patient experience, ensuring they are well-informed 
about their coverage well in advance of their appointment.
Key Features:
<ul>
<li>Seamless Integration: Effortlessly connects with the instantvob® service, blending smoothly into your existing website design.</li>
<li>Customizable Forms: Tailor the insurance verification form to meet the specific needs of your clinic or practice.</li>
<li>Instant Verification: Offers real-time insurance benefit verifications, directly on your website.</li>
<li>API Key Requirement: Secure and reliable, requiring a valid instantvob® API key for operation.</li>
<li>Email Notifications: Designate an email address to receive notifications and details of the verifications conducted through your site.</li>
<li>Spam Protection: Integrates with the <a href="https://www.cloudflare.com/products/turnstile/" rel="nofollow ugc">Cloudflare Turnstile</a> smart CAPTCHA service.</li>
</ul>
instantvob® WP is more than just a plugin; it’s a step towards modernizing the way medical providers interact with their 
patients’ insurance. With just a few clicks, transform your website into a hub of efficiency and patient satisfaction.
<h3>Requirements and Disclosures</h3>
<h4>instantvob®</h4>
This plugin requires a valid <a href="https://instantvob.com/" rel="nofollow ugc">instantvob®</a> API key to utilize this plugin. This plugin will interface 
with instantvob®’s servers and sends requests to our API server URL at https://portal.instantvob.com.
By using this plugin, you agree to adhere to the instanvob terms and conditions and accept the privacy policy linked below:
<ul>
<li>Terms: https://instantvob.com/terms-of-use/</li>
<li>Privacy policy: https://instantvob.com/privacy-policy/</li>
</ul>
<h4>Cloudflare Turnstile</h4>
To use this plugin, you will need a free <a href="https://www.cloudflare.com/products/turnstile/" rel="nofollow ugc">Cloudflare</a> account, through 
which you can obtain a Cloudflare Turnstile API key. This plugin validates all form submissions through Cloudflare’s 
servers at https://challenges.cloudflare.com.
By using this plugin, you agree to adhere to the Cloudflare terms and conditions and accept the privacy policy linked below:
<ul>
<li>Terms: https://www.cloudflare.com/website-terms/</li>
<li>Privacy policy: https://www.cloudflare.com/privacypolicy/</li>
</ul>

instantvob® WP

Provide your patients real-time access to verification of benefits (VOB) and patient coverage information.

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.

M Media Medigap Contact Wizard

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

instantvob® WP vs M Media Medigap Contact Wizard