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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There are two important updates coming to New York producers at the beginning of April: a transition to a new online Health Risk Assessment, and a change to New York's Broker of Record process.
In accordance with compliance requirements, Gerber Life will require any upline that has Agents selling Gerber Life products in an override state to be licensed and appointed in that state in order to receive override commissions.
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.
Tips for your 60-day check-in with your new customers.
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
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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