Are you prepared for the upcoming AEP season? We’re still a bit out, but now’s the time to ensure you have two solutions in place. First, you need a system for maximizing AEP enrollment potential. Secondly, you need a way to comply with Centers for Medicare and Medicaid Services (CMS) call-recording regulations.
Don’t let a single enrollment opportunity pass you by this AEP. These days, clients are more tech-savvy than ever. They won’t all prefer to meet face to face. Some will want to enroll via the phone. Others may prefer online interactions. A few clients might even opt to receive text communications. No matter how your clients wish to meet, you need a solution.
You can’t afford to lose an enrollment opportunity because you’re not set up to cater to various meeting preferences. You need a technology tool that enables you to complete enrollments via phone, text, online or in person. One solution that does this is called Lead Advantage Pro®. Lead Advantage Pro is exclusively available at no cost from Senior Market Sales® (SMS).
Lead Advantage Pro helps agents:
In 2022, CMS implemented a new regulation that affects Medicare Advantage, Medicare Advantage plus Part D and Part D business. This regulation requires calls to be recorded if they are part of the chain of enrollment in a Medicare Advantage or Part D plan. This even applies to client meetings conducted through video conferencing software such as Zoom.*
On June 5, 2023, CMS’ final rule went info effect and no longer requires the agent to record all calls, but only those involving sales marketing and enrollment going forward into the 2024 AEP season. Regardless of this change, agents need to be prepared to meet CMS call-recording requirements. Fortunately, Phone.com offers a great solution, and it fully integrates with Lead Advantage Pro.
Phone.com benefit details:
Now’s the time to get started with Lead Advantage Pro at no cost. That way, you’re proficient with it by the start of AEP. Plus, be sure to add the Phone.com integration so that you can record your calls and stay clear of CMS compliance issues. Also, be sure to ask how to move client data onto the platform.
It’s easy to get started. Your first step is to speak with an SMS marketing consultant. You can either request one to reach out to you or feel free to call at 1.888.747.3810 to start the conversation.