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.
CMS changed Medicare sales call retention for CY2027. Learn what agents record, how long to keep audio, when transcripts apply, and how Vault helps.
CMS changed Medicare call recording retention for CY2027. Learn when six years applies, when 10 years still applies, and how Business Line + Vault helps.
A practical guide for Medicare agents on where a sales call ends, where telephonic enrollment begins, and how to handle recording and retention.