Medicare Plan Distributors Add Call Recording Tools


What You Must Know

  • The foundations were accomplished in April and are set to take effect Oct. 1.
  • Integrity Marketing says its service is free for registered users.
  • Senior Market Sales is working with to construct a recording tool into its regular support services system.

Two big insurance distributors, Senior Market Sales and Integrity Marketing Group, today introduced tools that retail insurance sellers can use to record calls with customers and prospects.

Integrity Marketing, a Dallas-based company with relationships with about 500,000 agents and distributors, has arrange a call recording service, which is free for registered users, at

SMS, an Omaha, Nebraska-based company with relationships with about 70,000 agents, said it has worked with to supply a call-recording tool and is adding the tool to its Lead Advantage Pro support services package.

The distributors added the tools to assist agents, brokers and consultants comply with recent Centers for Medicare and Medicaid call recording requirements for individuals who help consumers join for Medicare Advantage plans and Medicare complement insurance policies.

What It Means

If you’ve to comply with the brand new CMS call recording requirements, there are alternatives to holding a tape recorder as much as the phone.

Advisors who don’t consider themselves as insurance agents but who help clients with questions on Medicare should consider talking to their very own compliance advisors about whether or not they must record Medicare-related calls.


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