Learn how to comply with the new CMS call recording requirements.
Get the free step-by-step guide for staying compliant during the 2023 Medicare AEP.
Step 1
Understand what is actually being required of you
There are a lot of misconceptions about the new CMS Medicare Call Recording Requirements. Do I need to record every conversation? Where do I store this info? What are the potential liabilities? Find out what you need to know...
Understand what is actually being required of you
There are a lot of misconceptions about the new CMS Medicare Call Recording Requirements. Do I need to record every conversation? Where do I store this info? What are the potential liabilities? Find out what you need to know...
Keep Reading
Step 2
Evaluate which technology solution best meets your needs
If you're a solo producer with a limited budget, your needs will be different from an agency with downline agents and a complex tech stack. There is a good solution for every agent's needs. Keep reading to learn more...
Evaluate which technology solution best meets your needs
If you're a solo producer with a limited budget, your needs will be different from an agency with downline agents and a complex tech stack. There is a good solution for every agent's needs. Keep reading to learn more...
Keep Reading
Step 3
Decide how you will implement these guidelines into your sales process
Now that you understand the requirements and have evaluated your options, it's time to make a plan.
Decide how you will implement these guidelines into your sales process
Now that you understand the requirements and have evaluated your options, it's time to make a plan.
Keep Reading
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Disclaimer:
This website was created by Gillan Boyer, Director of Marketing at The Brokerage Inc. Our intention is to provide independent Medicare brokers with a straightforward guide on how to comply with the new CMS call recording requirements. We are not a government agency or affiliated with CMS. These guidelines are subject to change, and the website will be updated as we get more information from CMS and our carrier partners.