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YourMedicare SunFire Daily Webinars Starting this Wednesday, YourMedicare will be hosting daily webinars specifically going over the new call recording technology in YourMedicare SunFire. They will all be at 2:00 EST. YourMedicare will cover the setup process, how to use the new feature and answer all of your questions! This is a reoccurring event so there is no registration required. Join us every Wednesday at 2:00 EST. You can also learn more by attending one of our weekly webinars. View schedule
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YourMedicare SunFire users,
Today is the day! Be sure to log in and establish your new virtual phone number.
It’s extremely easy to set up and even easier to use!
Here is a step-by-step guide:
- From your dashboard, go to your profile
- Scroll down and select “Add dialer phone for recording”
- Enter in the area code of your choosing (You can only have one phone number)
- Click “Add dialer phone”
- And the system will generate a virtual phone number for you in that area code
- Once you see the full number appear, you’re ready to make and receive calls!
To register for a webinar go to https://yourmedicareresources.com/webinars/
To register for the SunFire Platform, request details here.
New CMS 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. |
