- 19,035
The companies love the call centers. They will never turn their lap dog, (CMS), on the call centers.
The Return of 48 Hour SOA
- Thread starter somarco
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- 48 hour rule mapd soa
The companies love the call centers. They will never turn their lap dog, (CMS), on the call centers.
sharing411
New Member
- 5
Glad they backed off on the recording rule, WTF was that all about?
They backed off the recording rule??? Do tell.
They backed off the recording rule??? Do tell.
See the entire document here https://www.govinfo.gov/content/pkg/FR-2022-12-27/pdf/2022-26956.pdf and download it. Search for SOA. Page 73 and 80 have interesting information. I agree no sales events following Educational events but no SOA's at educational events again, REALLY? Taking a step back to 2008 MIPPA rules. How many beneficiaries are enrolled in MA plans now compared to 2008. 8.2 million to 31 million. Advertising is everywhere now and in 2008 most thought MA was a scam.
Beneficiaries know about MA plans and mostly how they operate. Draconian rules just to make rules. It might slow the call centers down but will punish the independent agent. Pg 80 -Taking off the "When practicable" No SOA's after December 5th because you won't be able to meet the 48 hr rule. Complete and utter stupidity.
Search for PECL. Adding information to the pre-enrollment checklist that is on the application. Enforce the current rules against the current bad players and let the rest of us just do our jobs.
Beneficiaries know about MA plans and mostly how they operate. Draconian rules just to make rules. It might slow the call centers down but will punish the independent agent. Pg 80 -Taking off the "When practicable" No SOA's after December 5th because you won't be able to meet the 48 hr rule. Complete and utter stupidity.
Search for PECL. Adding information to the pre-enrollment checklist that is on the application. Enforce the current rules against the current bad players and let the rest of us just do our jobs.
- 1,304
I'm interested as well. What I have read is that it is only the chain of sale and not CS calls..
Federal register here
Page 84: Therefore, we are proposing to modify §§ 422.2274(g)(2)(ii) and 423.2274(g)(2)(ii) to limit the calls that must be recorded to the complete duration of marketing, sales, and enrollment calls.
- 1,304
Exactly what I stated. All calls in the sales cycle and not Customer service or other products not related to CMS over seen product guidelines..
- 1,304
Regardless, as an agent it's with in your best interest to record all calls. Great CYA. Before I begin any call I advise I am recording the call and I do have your permission....correct? Yes, then I continue. Anyone who refuses is doing something shady and I want no part of it.
Is the marketing call considered the appt setting ? I’ve read several times the appointment setting call won’t need to be recorded .
- 1,304
By definition the marketing call is the appointment setting.
"Appointment setters play a key part in the sales and marketing team. They keep the sales pipeline flowing smoothly. By calling prospects, analyzing and qualifying leads, and setting appointments for sales reps, their contribution to closing sales is monumental."
