< Agent Blog
Aug
18
,
2022

Clover Guidance on Recording Sales Appointments

August 18, 2022

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.

View Details >View Details >

Questions? Call us at 855-888-8326.

Don't have a MedicareValue page yet?

Get Your FREE Site >

Posts you may be interested in...

Read More

Use GTL's Text-to-Sign Feature for Even Faster Submissions!

November 21, 2022
Agent Blog Icon - Indicates this is a blog article.

Save time and bypass the Voice Verification Call! Text-to-Sign is available on the Agent Portal only

Read More

Compare The Benefits Today! See How The Difference is Clear with Clear Spring!

November 16, 2022
Agent Blog Icon - Indicates this is a blog article.

Help your clients meet life where it is at, secure and confident with Clear Spring Health!

Read More

See how Aetna is making it easier for members to stay informed

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

An enhanced member experience is coming in 2023

Read More

Excellus BCBS Medicare Broker News - Vol. 4 No. 10

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

Final Reminders For AEP | Medicare Supplement Update

Read More

Important updates to Humana’s Rx Calculator and Humana.com

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

It was recently discovered that Humana’s Rx Calculator and Humana.com were incorrectly quoting the $0 Rx Copay Benefit Model incorrectly for DSNP plans.

Read More

Wellcare Increased Payments and Network Additions!

November 15, 2022
Agent Blog Icon - Indicates this is a blog article.

Your Wellcare NY Sales team wanted to remind you of an increase to the payment amounts for our Health Risk Assessment's (HRA's) and inform you of two important NY network additions.

Who we are & what we do.

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.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form