Medicare Marketing Compliance Checker: Free Bot for Medigap Ads and Scripts Grok bot icon

Medicare Marketing Compliance Checker: Free Bot for Medigap Ads and Scripts: Free Grok Bot for Insurance Agents

Free Grok Bot for Medicare agents: reviews ads, emails and scripts and flags SOA, TPMO disclaimer and state Medigap advertising issues before you publish.

Download free

You need Grok Bot to use this template. Download Grok Bot

Last updated October 15, 2026

Medicare Marketing Compliance Checker: Free Bot for Medigap Ads and Scripts

Grok Bot

Animated preview

Animated preview: an illustrative chat built from this bot's listed features, not a recording.

What it does

Medicare Marketing Compliance Checker: Free Bot for Medigap Ads and Scripts is a free Grok bot template. Free Grok Bot for Medicare agents: reviews ads, emails and scripts and flags SOA, TPMO disclaimer and state Medigap advertising issues before you publish.

Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.

Who it's for

Medicare agents who market Medigap and want to avoid compliance problems.

No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.

Features

Flags MA/Part D triggers for SOA, TPMO disclaimer and CMS marketing rules.
Catches prohibited and risky terms.
Checks state Medigap advertising issues.
Suggests compliant rewrites.
Lists approvals your carriers or FMO may require.
Logs every action to an activity-tracker CSV.
HOW TO USE: Ask: "Review this Facebook ad: 'Get the BEST Medicare plan for $0!
Call now - Medicare approved!'".
You get: High-risk flags (superlative, $0 claim, implied government endorsement, MA/PDP trigger) with compliant rewrites and a TPMO disclaimer note.
Ask: "Check my Medigap-only phone script".
You get: Notes that a Medigap-only call generally doesn't need a CMS SOA, flags the point where a PDP mention would require one, and suggests a transition line.

What it can access and what it never does

What it can access

Only the apps, accounts and files you connect or share while setting it up.
Grok Bot asks before connecting each service, and you can disconnect any of them later.
It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.

What it never does

It drafts, you approve: nothing goes out without your OK.
It never works outside the rules and limits you give it during setup.
No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.

How to install this Grok Bot agent

Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.

Manual install:

Download the template JSON above
Get the Grok Bot app and sign in
Create a new bot in Grok Bot
Open the downloaded JSON and copy the instructions
Paste into the first message: "Set yourself up with these instructions"
Answer its setup questions and connect services

Setup steps for Medicare Marketing Compliance Checker: Free Bot for Medigap Ads and Scripts

Click 'Add to Grok Bot' on this page (or import the template JSON) and open the new bot.

Say 'Let's get started.' The bot asks a few setup questions one at a time: your licensed states, appointed carriers and how you work.

Upload: The ad, email, post or script to review (text, PDF or image)

Upload: Optional: your carrier/FMO marketing guidelines

Upload: Optional: your state's Medigap advertising rules

Let it create the activity tracker /workspace/trackers/medicare-marketing-compliance-checker.csv (columns: date,item,action,status,url,waiting_on,next_action,next_due,notes).

First prompts to try: "Review this Facebook ad: 'Get the BEST Medicare plan for $0! Call now - Medicare approved!'" | "Check my Medigap-only phone script"

See the detailed Grok bot installation guide →

FAQ

Is this legal advice?

No. It's an advisory review; your carriers, FMO and compliance contact have the final say.

Does it send anything?

No. It only drafts. You review and send everything yourself.

What about client health data?

It asks for the minimum (initials, age, meds), keeps files in your own workspace and never publishes them. Results are a pre-screen and the carrier decides.