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Medicare Call Recording

By Ed Crowe | General Articles | 0 comment | 26 July, 2023 | 0

Medicare Call Recording

Online platforms where agents can get potential customers quotes, information about different carriers and insurance plans, and even enroll beneficiaries play a huge role in the Medicare business today. They are a vital tool for any agent. Three of the most commonly used quote and enrollment programs are Connecture, Sunfire, and MyMedicarebot. They are often used to enroll customers without the need for a face to face meeting. In order to be in compliance with the regulations from the Center for Medicare and Medicaid Services (CMS), all marketing calls between the agent and the potentials must be recorded.

Agents who work with Crowe and Associates have access to all three of these major enrollment tools for free and can watch a webinar on their use here.

Features in Common

Although the platforms are different in some ways, they have significant similarities:

Basic CRM function that saves client information, applications, scope of appointment documents, drug lists, doctor lists, and plan histories.
The ability to compare insurance plans and text or email them to prospective clients.
Agents can run prescription and practitioner lists against plans to see which would include the prospective client’s preferred healthcare management
Record all phone calls in compliance with CMS guidelines. Save calls for up to ten years if necessary.
The ability to see and compare all plans even if an agent is not in contract with the company.
Access to PURL links that allow clients to compare and ultimately enroll in their preferred plans. The PURL link is specific to the agent and has their contact information; it can be added to a website or sent as a link via email.
Enroll perspectives over the phone using these Medicare call recording functions.