InsurancePimp_
Super Genius
- 124
If I use zoom, does it count as F2F and thus not need recording?
how do you keep track of it if a carrier asks?
how do you keep track of it if a carrier asks?
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
Face to face means you met them in person. In the same room.If I use zoom, does it count as F2F and thus not need recording?
how do you keep track of it if a carrier asks?
I wouldn't want to be recorded either on zoom if it was on video. It's time to go back to the telephone!Client does not want to be recorded
Incorrect zoom must be recorded . One of the rules for 2024 is cms is reiterating zoom calls must be recorded . Next year appts over phone no recording in cms proposals . I’m 100% face to face . Also client interactions no recording in 2024 based on proposal.
how about FaceTime on phone?
I'm not suggesting anyone break any rules from our beloved government who cares about us so much (wink, wink), but they also have absolutely no way to prove where these meetings are conducted. Just the facts. In life, there's the 9 million rules on paper, and then there's the way things actually work. I'm sure you get my drift.