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Medicare Call-Recording Retention: 6 vs. 10 Years (CY 2027)
CMS uses a 6-year track for MA and Part D marketing and sales calls and a separate 10-year track for enrollment records. See audio and transcript rules.
Medicare Call Recording
Medicare call recording, telephonic enrollment, TPMO disclaimer, and retention workflows for licensed Medicare agents.
Explore Medicare call recording for agents 21 min read insurance
Best Call Recording Setup for Independent Medicare Agents During AEP
Compare Zoom, VoIP, FMO tools, and Agent Workspace for Medicare agent call recording during AEP, consent, SOAs, and storage.
13 min read insurance
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.
12 min read insurance
CY2027 Medicare Call Recording: What Changed for Agents
Recording didn't go away for 2027 — but the rule is now 6 years, not 10. See which Medicare calls agents must record, and how long to keep the audio.
18 min read insurance
CMS 2027 TPMO Disclaimer Timing: What You Must Say Before Benefits
CMS changed TPMO disclaimer timing for 2027 Medicare sales calls. Learn what changed, what counts as a benefits discussion, and when to say it.
10 min read insurance
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.
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CMS 2027 Final Rule: 6 Medicare Agent Workflow Changes
Six Medicare workflow rules change for CY2027: same-day SOAs, TPMO timing, 6-year call retention, and events. What agents must update before Oct. 1.