

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.
Don't have a MedCareValue page yet?
Get Your FREE Site >
Read MoreThe podcast that brokers can’t stop talking about is back!
Read More2026 Medicare Advantage Star Rating Sheets and more
Read MoreThe New C-SNP Provider Verification Form feature in the Agent Portal — designed to make managing your C-SNP enrollments faster and easier!
Read MoreBroker Insights: The newsletter for all Medicare brokers - 11.1
Read MoreSSBCI verification status in Book of Business, updated Agent Guide and more
Read MoreOut-of-pocket medical costs can add up quickly when clients go into the hospital.
-01.png)
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.