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Medicare Call Recording Retention: Is It Still 10 Years?
CMS finalized CY2027 Medicare call recording rules: six-year retention for marketing and sales calls, but enrollment records still require 10 years.
#Telephonic Enrollment
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Marketing Call vs. Enrollment Recording: Retention Rules for Medicare Agents
Learn when Medicare marketing call recordings follow six-year retention, when enrollment records stay on a 10-year track, and how agents can organize both.
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Medicare Call Recording Requirements for Agents: What Changed for CY2027
CMS changed Medicare sales call retention for CY2027. Learn what agents record, how long to keep audio, when transcripts apply, and how Vault helps.
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When Does a Medicare Call Become an Enrollment Recording? A Practical Guide for Agents
A practical guide for Medicare agents on where a sales call ends, where telephonic enrollment begins, and how to handle recording and retention.