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Important Notice It is essential that agents are aware of CMS and Carrier expectations when conducting telephonic enrollments. Doing so not only protects the client, but also protects the agent from corrective action. Please review the information below and ensure these elements are covered during a telephonic sale to remain compliant and to protect clients.
Agent Must: Complete the SOB (Summary of Benefits) per approved script requirement.
Agent Must: Read all relevant disclosures as outlined in CMS approved script (i.e., verbally or via IVR(INTERACTIVE VOICE RESPONSE)) and collect agreement/understanding. This will include disclosures listed in the application (i.e.: pop up, required statements)
Agent Must: Provide the plan name
Agent Must: Provide carrier name and customer service phone number
Current enrollment
Thank you for your continued support in upholding compliant sales practices! If you have any questions regarding this information, please contact us. |
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Your Calls, Your Choice:
YourMedicare Adds Dialpad to its Growing Call Compliance Toolset
Do you need a call recording solution but don’t use an online enrollment platform?
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Dialpad is a mobile-optimized, CMS-compliant cloud-based phone system that unifies voice and text communication, making it possible to have a single contact number that can ring at your desk phone, smartphone, and computer, and seamlessly record and store (for up to 10 years) all enrollment-related calls.
Additional Dialpad benefits include:
- Ease of use—setting up a phone number takes just a few moments and no training is required
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- Start call recording with the click of a button, featuring an automated announcement by the system to all parties that recording is in progress
- Clear, searchable storage organized by names, dates and phone numbers to easily recall and replay recorded calls
- Flexibility with a mobile app and the ability to transfer live calls between your computer and mobile device
- A helpful “Do Not Disturb” function for when you’re ready to log off for the day
Dialpad is available now at a preferred, low price.
Click here to get started with Dialpad and use the discount promo code “YourMedicare” when you sign up.
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Questions? Contact us today (800) 998-7715 |
