As a reminder, all calls with prospects and current members must be recorded and stored in a HIPAA compliant manner according to the CMS requirements implemented in October 2022. This includes all pre-enrollment calls and post-enrollment calls.
Many brokers and agencies are already taking advantage of established call recording capabilities. Several quoting and enrollment platforms have added call recording, storage, and retrieval capabilities. Brokers also have access to a variety of mobile phone-based apps that can record and store calls.
Talk Desk is replaced by Medicare Voice Signature Services and is accessible via Producer Toolbox. Medicare Voice Signature Services should be used only during a face-to-face appointment when the applicant is unable to physically or electronically sign the SOA or enrollment application. Should you have a need to use the new tool, please refer to the Quick Reference Guide.
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Get Your FREE Site >If an agent does not complete a 2025 onboarding invite by July 7, the onboarding invitation will be canceled
New sales incentives kicked off on July 1, and you have even more opportunities to bring home extra cash.
Evolve will allow users to seamlessly transition their current business
Email address will be deactivated as of August 31, 2025 and will no longer be monitored after that date.
Important D-SNP Plans Information | Preparing For AEP - Core And Retail Trainings
2026 Large Group Product Updates And Reminders
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