New CMS Call Recording Requirements: Your TMG team is here to help
CMS has new Medicare marketing rules and guidelines that apply to MA plans, PDP plans and MAPD plans — they affect how you work as an agent and will likely mean big changes for you and your organization.
The changes include:
New Requirements, Confusion, and Uncertainty
All calls with beneficiaries must be recorded in their entirety. You are responsible for compliance with this requirement. The requirements are effective now for plan enrollments beginning on January 1, 2023. As AEP is the start of marketing for plan year 2023 enrollments, this means that you should record all calls in their entirety beginning on October 1, 2022.
The Solution: TMG Partnership and MedicareCENTER
The great news is Integrity is building a call recording capability into MedicareCENTER. This call recording technology will be FREE for all Integrity partners and their downline independent agents and brokers.
Integrity is making this technology available in an effort to assist you with Medicare compliance. However, you are not required to use MedicareCENTER.
You may choose to use a different vendor if you prefer. If you use a different vendor, however, you are responsible for entering into an agreement with and paying that vendor directly.