UPMC UPDATE: Broker call recording line

UPMC for Life’s Broker Recording Line first became available last year to help you easily record non-enrollment calls and stay compliant with the new guidance from the Centers for Medicare & Medicaid Services (CMS). Effective immediately, the call recording platform will need your NPN instead of your agent writing number.
 
If you would like to use UPMC for Life’s Broker Recording Line to record non-enrollment calls, follow these instructions:

1. Call 1-833-685-5417. If a beneficiary calls you, place them on hold, dial the Broker Recording Line, merge the calls, and then continue with the following instructions.
2. When prompted, enter password: 8762.
3. Enter your NPN, then press the # key.
4. Conference the beneficiary onto your line, then press 1 to continue.
5. You and the beneficiary will hear a recorded message that states the call is being recorded and will also state the TPMO disclaimer. You will not have to say that the call is being record or recite the TPMO disclaimer yourself. The system will relay these messages automatically.
6. Complete call and disconnect to finish recording.

 
As a reminder, UPMC for Life requires that all telephonic enrollments must be taken by the UPMC for Life Enrollment Line. Telephonic enrollment into a UPMC for Life plan using any other recording platforms, including one provided by a General Agency, will not be accepted. Agents are prohibited from completing their own telephonic enrollment calls.

For more details on how to stay compliant with telephonic calls and enrollment guidelines, click here.
 
There are severalother ways to complete enrollment, including:

• Mail—Completed applications can be mailed in to:

                           UPMC for Life
                           PO Box 2967
                           Pittsburgh, PA 15230

• Scan—If you are using this method, make sure to scan every page of the completed application and SOA form (if applicable), then upload the files into your client’s lead record in Cavulus. If your client does not have a lead record in Cavulus, then you must create one before uploading the enrollment application.

Online—You can send your clients an enrollment application electronically from Cavulus.