Clover is aware of and has confirmed CMS’ ruling with regard to the recording of telephonic and/or virtual Medicare sales appointments and applications.
As always, Clover encourages in-person appointments as a best practice for sales presentations to Medicare beneficiaries.
If a telephonic or virtual (eg - Zoom) appointment is unavoidable, it is Clover's position that the secure recording, storage, retention (10 years) and provision to Clover or CMS upon request is the responsibility of the agent.
Additionally, information provided as part of the sales appointment and application is considered PHI and must be stored securely. Any occasion in which a recorded appointment and application is requested to be shared with Clover or CMS must also utilize secure transmission of recording.
Don't have a MedicareValue page yet?
Get Your FREE Site >One of the most valuable ratings Clover can get is out of the CAHPS (Consumer Assessment of Healthcare Providers and Systems) survey sent by CMS each year.
Do you have questions or requests for GTL's Sales Support team and don't have time to call?
Acquired in 2019 by the UnitedHealthcare company, The Chesapeake Life Insurance Company is now officially welcomed into the UnitedHealthcare brand family
For LEAN training resources please visit Jarvis > Knowledge Center > Learning Lab > Content Library > LEAN > Additional References.
Guidance on submitting paper enrollment applications to Cigna
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.
Get to know us, and see how we can help you take your business to the next level.