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 >Just a reminder that Scope of Appointment forms must be completed and recorded with the beneficiary 48 hours before the marketing appointment.
Many recent changes may seem like a challenge, they're also an opportunity — a chance to adapt, refocus, and set your business up for long-term growth.
This tool is designed to streamline your process in determining an individual's Medicaid and LIS levels
Easily submit SSBCI verification in JarvisEnroll, October trainings and more
Flexible Choice Dental, Vision & Hearing (DVH) insurance has been enhanced
In accordance with the State Medicaid Agency Contract (SMAC), the broker MUST obtain a signed Acknowledgment Form
Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.
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