Medigap Contact Wizard is a multi-step lead capture plugin designed specifically for Medicare and Medigap insurance agents who use WordPress. It addresses the challenge of gathering detailed and relevant prospect information without the need for an external CRM, form builder, or third-party service. The tool guides website visitors through a structured five-step intake process, ensuring agents receive comprehensive data for qualified leads before making initial contact.
The intake process is divided into five focused steps: collecting contact information, determining Medicare enrollment status, identifying coverage needs and priorities, gathering health and prescription details (including an optional file upload for medications), and capturing final preferences and consent. The plugin employs smart conditional logic, displaying follow-up questions only when relevant based on previous answers, which keeps the form concise and user-friendly. Anti-spam protections are integrated, including server-side validation, honeypot fields, timing checks, WordPress nonce verification, and file validation for uploads.
Submissions are stored as custom post type entries within the WordPress admin dashboard, allowing agents to browse, search, and review all leads directly from their site. Each submission includes full field data and any prescription file attachments, with no reliance on external CRMs or lead-sharing. Notifications of new submissions can be delivered via various email methods, including WordPress default mail, built-in SMTP (with support for TLS, SSL, or unencrypted connections), direct Gmail integration via OAuth, and other provider presets. The dashboard includes tools for sending test emails to confirm delivery settings.
Customization options are available through the WordPress admin panel, enabling agents to toggle optional fields, override field labels, set custom intro and success messages, and adjust primary colors for brand consistency—all without editing code. The plugin is deployed using a simple shortcode and supports AJAX submissions for a responsive, mobile-friendly experience. Validation errors are shown inline, preserving entered data.
Medigap Contact Wizard is intended for independent agents, agencies managing multiple agent sites, and lead generation sites seeking qualified Medicare prospects. 4 or newer, and a working email configuration. Licensing is per site and includes updates and support for the license term, with no per-lead fees, submission limits, or third-party data sharing.
Medigap Contact Wizard is a Forms, surveys & polls product. It focuses on capturing and qualifying Medicare leads efficiently without relying on third-party CRMs or generic forms. Medigap Contact Wizard is a B2B product aimed at medicare and Medigap insurance agents using WordPress. Pricing is paid, from $99. Medigap Contact Wizard is available on the web and the command line.
It is developed by M Media, and the product first shipped in 2026. Among its 6 catalogued features are multi-step intake, lead capture, and medicare qualification.
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