2024 CMS call recording requirements
Because there are strict regulations for selling Medicare, the 2024 CMS call recording requirements is a very important subject. Due to some confusion among sales agents, CMS has clarified that agents must record only marketing , sales and enrollment calls in the their entirety,
Additionally, CMS will require agents to record any virtual/video or other telepresence calls for enrollment, marketing, or sales.
If you are calling to schedule an appointment, invite someone to an event or see if they received materials or have questions, you do not need to record the call.
Effective October 1, 2023; all third party Medicare marketing for calendar year 2024 must contain the following disclaimer:
“We do not offer every plan available in your area. Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov,1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.”
2024 CMS call recording requirements – A few more updated rules (not about calls) for anyone who offers Medicare plans:
There will now be restrictions on appointment planning at educational events
Agents cannot collect SOAs or schedule appointments during an educational event. You may however, collect permission to contact forms as well as business reply cards (BRCs). The distribution of business cards is also permitted.
You may not schedule a marketing event in either the same location, building or adjacent buildings within a 12 hour time period of an educational event.
Time limits for SOAs & BRCs
Any SOA or BRC you collect is now valid for a limited time; 12 months from the date of the beneficiary’s signature. Once the time limit has expired, you must collect a new scope or PTC form.
SOAs must be collected 48 hours before a scheduled sales meeting
Yes, the 48-hour SOA (scope of appointment) rule is back in place. However, there are a couple Exceptions to this rule.
- If the beneficiary is 4 days or less from the end of a valid election period.
- Walk -in (un-scheduled) meetings initiated by the beneficiary