Our Plan to Help Agents Record Calls for Medicare Sales & SOAs

The Centers for Medicare and Medicaid Services (CMS) Final Rule for Contract Year 2023 creates a new requirement that sales calls with beneficiaries be recorded in their entirety, including the SOA and plan presentation.

This responsibility applies to all agents and brokers, which are considered third-party marketing organizations (TPMOs). These are “organizations that are compensated to perform lead generation, marketing, sales, and enrollment related functions as a part of the chain of enrollment.”

We understand this is a new and challenging burden on licensed sales agents like you. As we learn more about this requirement, we want to ensure that you’ll have tools available to meet the expectations and guidelines of CMS prior to and through the 2023 AEP.

Record Medicare Marketing and Sales Presentation Phone Calls with Ritter’s Help

We’re in the process of working with a third-party partner who can securely record and store marketing calls started from a client’s record in the Ritter Platform. Registration for and use of Ritter’s Platform CRM is free. Sign up in just minutes today.

We encourage you to prepare for this new feature today by loading all your clients who will receive benefit reviews this AEP into the Clients tool on the Platform. Read more about how to simply add and manage your own book of clients within our Platform.

Please refer to this blog post through the summer for updates on solutions Ritter is developing to keep your sales processes as comfortable, compliant, and streamlined as possible.

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