The Centers for Medicare and Medicaid Services (CMS) put the industry in a minor panic when it announced that starting Oct. 1 agents must record all calls with Medicare beneficiaries and state a new disclaimer. Fret no more because SunFire has a solution, and you can use this new feature right now.
SunFire launched its telephony system to agents nationwide. This new system gives agents the ability to make and receive calls through the SunFire platform. The system assigns agents a virtual phone number with a customizable area code, making the number more familiar for their clients.
Wondering about a cost? We’ll cover that later.
If you’re already using SunFire for your quoting and enrollment needs, you’re a step ahead of the game.
Not a current user? Grab your National Producer Number and reach out us for login credentials. You do need to be licensed, appointed and fully certified with at least one Medicare Advantage carrier in order to get access.
Once you’re able to login, follow the previous steps to get started. After the virtual phone number is created, select “Start dialer phone” at the top right of the dashboard. You’ll see the status change to available. The system records and stores every inbound and outbound call, saving them for the compliant ten years.
Let’s address the new disclaimer CMS requires agents to state during the first minute of each call. “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
Think you’ll need to memorize this or have it on a nearby Post-It note? Not the case with SunFire. Each call starts with a recording of the disclaimer, so there’s absolutely no need to worry about it.
With all these features, you may be thinking to yourself “That’s a huge burden off my back, but how much does it cost?” It’s a simple answer: it’s absolutely FREE. It’s PSM’s way to thank agents for their dedication and partnership!