01
Choose a new number or ask about porting yours
Start your Essentials trial, complete checkout, then set up calling with a new number or ask about bringing the number clients already know.
Recorded business line for Medicare and ACA agents
Call from the app. Keep the record with the client.
Your business number, inbound and outbound calling, permitted recordings, call history, notes, and telephone records live inside Essentials.
Calling is available with Essentials: $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN.
Essentials: $29.99/month after a 30-day free trial. Card required; one trial per NPN.
How app calling works
From phone number to client record in three steps
There is no separate phone purchase and no callback bridge. Calling happens where the rest of your agent work already lives.
02
Call from the app
Place outbound calls and answer inbound calls in the app while you are signed in and available. Business calls use the app instead of your personal cell service.
03
Keep the record together
The call history, permitted recording, notes, SOA, consent records, enrollment files, and uploads stay connected to the client file for retrieval and export.
Recording and recordkeeping
The recording is useful because it stays with the work
A recording in a disconnected phone portal is only half a record. Agent Workspace keeps the call beside the client, SOA, consent, enrollment file, documents, and notes.
See Medicare agent software and agency tools Review insurance agent call recording software and recordkeeping See the telephone SOA and voice authorization workflow Compare the Agent Workspace Business Line with traditional VoIP- 1 Business number with inbound and outbound in-app calling
- 2 Number-porting help for an existing cell or business number
- 3 Automatic recording when permitted and required notice or consent is complete
- 4 Call history, client notes, voicemail, and recording playback
- 5 Calling and telephone-related client context included with Essentials
- 6 Recording and telephone-record retrieval with exportable files
Recording boundary
Agent Workspace supports state-aware notice and affirmative-consent paths. Agents still follow the scripts, disclosures, carrier procedures, state laws, and approved enrollment workflows that apply to the call. If a required consent path is not completed, use your approved alternative process.
Six years and 10 years are different records
Keep the right proof on the right timeline
Agent Workspace gives you one searchable vault without flattening different recordkeeping duties into one vague promise.
Medicare marketing and sales calls
6 years
Under the CY2027 framework, retain the call record for at least six years: audio for years one through three, then audio or a complete and accurate transcript for years four through six.
Read the final ruleMedicare enrollment records
10 years
Enrollment records stay on their own retention track. Keep the enrollment-related call and supporting documents connected to the client file for the period required by your workflow.
Understand the retention splitACA Marketplace records
10 years
Store consumer consent and eligibility application review records with the related client file for the Marketplace recordkeeping period.
Review CMS Marketplace resourcesThis is workflow and recordkeeping information, not legal advice. Follow the current requirements, contracts, and approved procedures that apply to your business.
Calling with Essentials
The business phone inside your Essentials workspace.
Start Essentials online to bring calling and client records into one workspace. Ask our team about telephone setup or number porting.
Essentials with business calling
$29.99/month after trial
30-day free trial
A card is required at checkout. One 30-day free trial per NPN, then $29.99/month. Calling is included with Essentials.
Start your 30-day free trial Ask about Business TelephoneFAQ
Clear answers about the phone
How do I get the recorded business line?
Calling is available with Essentials at $29.99/month after a 30-day free trial. A card is required at checkout, with one trial per NPN. Ask our team about Business Telephone if you need help choosing your calling workflow.
Where do I make and answer calls?
Inbound and outbound calls happen inside the Agent Workspace app. Outbound calls use your browser microphone and the in-app call controls. Inbound calls ring in the app while you are signed in and available.
Can I keep my current phone number?
Ask our team about number porting when you set up Business Line. We can help bring an existing cell or business number into Agent Workspace so clients can keep using the number they already know while calls move into the Workspace app.
Will calls ring my personal cell phone?
No. Agent Workspace calling is app-only. It does not forward or bridge calls to your cell phone. When the app is closed, a call is unanswered, or you are already on a call, the inbound call goes to Agent Vault voicemail.
Are calls automatically recorded?
Supported calls can be recorded automatically when recording is permitted and any required notice or consent workflow is satisfied. Agents remain responsible for the approved scripts, disclosures, state rules, carrier procedures, and enrollment workflows that apply to each call.
Is there a free trial?
Essentials includes a 30-day free trial, then costs $29.99/month. A card is required at checkout, and each NPN is eligible for one trial.
How long can I keep Medicare and ACA records?
The vault supports the applicable recordkeeping workflows agents commonly need: Medicare marketing and sales call records for at least six years under the CY2027 framework, separate 10-year enrollment-record storage, and 10-year Marketplace consent and application-review storage. Agents should follow the retention rules and contracts that apply to their business.
Can I export recordings and client records?
Yes. Recordings and related files are designed to be retrievable and exportable, so your records are not trapped if your agency, FMO, CRM, or business workflow changes.
Does Agent Workspace guarantee compliance?
No software can guarantee compliance by itself. Agent Workspace provides calling, recording, storage, retrieval, and export workflows. Agents remain responsible for the notices, consent, scripts, state laws, carrier requirements, and approved enrollment procedures that apply.
Calling with Essentials
Put the business call inside the client record.
Calling is available with Essentials at $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN.