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Record Your Calls

You must comply with CMS’ rule requiring agents to record telephonic conversations with beneficiaries (new and existing clients) starting Oct 1, 2023.

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Spark is currently building a new call recording feature that is expected to be available for agents in 2024. It if you are currently exploring call recording software options let us know at support@sparkadvisors.com.

We have selected the top choices below based on price and feature quality. Spark also offers our recording functionality.

We strongly recommend the options below as they do not require:

(a) calling into another line
(b) the client to hear an automated recording at the start of the call
(c) being on the software platform when you receive a call. The solutions outlined below seamlessly support inbound and outbound calls with a click of a button.
(d) you are required to record all calls with beneficiaries, including all calls before and after an enrollment. If a client calls your cell phone or you cannot access your quote & enroll tool, then you will be unable to record the call.

Click here to view our recommended Call Recording Scripts or download below:

Recording Script __ CMS requirement (1).pdf60.9KB

Zoom

“I’m new to Medicare and/or phone sales”

Getting Started instructions here

Why we like it:

Easy to use
Video Call and Dial-In Features
Unlimited Meetings
Store recordings to the Cloud
No need for a new phone number
Fully HIPAA compliant

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Getting Started with Zoom

Dialpad

“I plan to enroll clients frequently over the phone”

Explore plan options HERE

Why we like it:

Tons of customization
Great for agents on the go
Mobile and Desktop app are smooth and easy to use
Store your recordings in the Cloud
You’ll have your own enrollment number
Fully HIPAA compliant

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