Telephonic Scope of Appointment

[MaineInsuranceAgent]

Today at a Plan training we were told that CMS will allow brokers to record SOAs. Has anyone else heard this and are there any criteria that CMS requires - such as the entire conversation recorded ... or? It's always only been the plans themselves that were allowed to record SOA calls. Has anyone else heard of this?

 

[j10]

haven't heard this yet but would be interesting!

 

[XxROMExX]

Today at a Plan training we were told that CMS will allow brokers to record SOAs. Has anyone else heard this and are there any criteria that CMS requires - such as the entire conversation recorded ... or? It's always only been the plans themselves that were allowed to record SOA calls. Has anyone else heard of this?

The below quote came right out the CMS Medicare Marketing Guidelines. In their update this year, recording oral scopes are permitted. If you want to dig deeper, it's in section 70.9.3- Scope of Appointment.

SOA documentation is subject to the following requirements:
• The documentation may be in writing, in the form of a signed agreement by the beneficiary, or a recorded oral agreement. Any technology (e.g., conference calls, fax machines, designated recording line, pre-paid envelopes, and email) can be used to document the scope of appointment.

 

[MaineInsuranceAgent]

The below quote came right out the CMS Medicare Marketing Guidelines. In their update this year, recording oral scopes are permitted. If you want to dig deeper, it's in section 70.9.3- Scope of Appointment.

SOA documentation is subject to the following requirements:
• The documentation may be in writing, in the form of a signed agreement by the beneficiary, or a recorded oral agreement. Any technology (e.g., conference calls, fax machines, designated recording line, pre-paid envelopes, and email) can be used to document the scope of appointment.

Thank you ROME!!

 

[Justin Bilyj]

Just got done talking to my Anthem rep, they want signed SOAs to go over the plan on the phone, after you mail it to them...