M Media Medigap Contact Wizard

Description

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

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

• 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.