Get Ready - New CMS Call Recording Requirements Begin October

It's Time to Get Ready for New CMS Call Recording Requirements Beginning October 1, 2022

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.

Helpful Reminders

• ALL calls with prospects and current members must be recorded and stored in a HIPAA compliant manner for 10 years. You must be able to provide call recordings related to specific beneficiary interactions upon request
• Face to face virtual interactions on platforms like Zoom do not need to be recorded.
• If the prospect or member does not want to be recorded, you should stop the recording, but you can continue the call.