REQUIREMENT
Effective October 1, 2022 Field Agents will be required to record all sales and marketing calls in their entirety. The recordings must be retained in a HIPAA compliant manner for 10 years. View details on the new CMS rule here.
This pertains to calling leads, scheduling appointments, collecting drug and provider lists and conducting phone enrollments.
Only in person, face to face appointments are excluded, however any follow up calls related to sales and completing the enrollment process must be recorded.
Additionally, a new disclaimer must be verbally conveyed within the first minute of a sales phone call.
Now is a great time to make sure you have access to Sunfire's enrollment platform and have a solution in place for the upcoming 2023 AEP.
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HIGHLIGHTS INCLUDE: INBOUND & OUTBOUND DIALING Obtain a virtual phone number and use it directly in Sun Fire or with your personal cell phone. RECORDING & STORAGE Record conversations in a safe and HIPAA compliant manner. Various storage options based on call outcome. REQUIRED DISCLOSURES Integrated prompts within Sun Fire to ensure you have the tools you need to meet the requirement. AND MORE... Stay tuned for a demo video and webinar coming in August and be sure to keep in contact with your agency to have your telephony solution ready to launch for this AEP.
For access to the Sunfire platform, please call us at 800-998-7715 or visit here. |