My friends been working Medicare advantage for 3 years. The clients sent medicare mailers back saying they have medicare /Medicaid. They want more info on Dental ,Vision etc. He door knocks them and says " Mrs Jones you mailed this card back wanting info on Medicare plans and extra benefits you might be eligible for. You mailed this card in and said you had an interest in dental? They say yes . Before we can discuss anything i need to to sign this (scope of appointment). He said his big Imo said its a grayish area but legal? Is it ? If not How do you handle direct mail leads? Do you have to call and set an appt?