01
Set up your Essentials business number
Start your Essentials trial, complete checkout and activate a business number. Ask support to assess an existing number before planning a transfer.
Recorded business line for Medicare and ACA agents
Your business phone. In the app and on your cell.
Your business number, inbound and outbound calling, permitted recordings, call history, notes, and telephone records live inside Essentials.
Calling is available with Essentials: $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN.
Essentials: $29.99/month after a 30-day free trial. Card required; one trial per NPN.
How app calling works
From phone number to client record in three steps
One Essentials signup includes the phone features. Use just the phone or the rest of the workspace at the same price.
02
Call from the app
Make outbound calls in the app. Answer incoming calls there or turn on the included cell backup to ring your saved cell number.
03
Keep the record together
Keep call history, permitted recordings and notes together. Match or link each call to the correct client and review unmatched calls before filing.
Recording and recordkeeping
The recording is useful because it stays with the work
A recording in a disconnected phone portal is only half a record. Agent Workspace keeps the call beside the client, SOA, consent, enrollment file, documents, and notes.
See Medicare agent software and agency tools Review insurance agent call recording software and recordkeeping Explore phone service for ACA agents and agencies See the telephone SOA and voice authorization workflow Compare the Agent Workspace Business Line with traditional VoIP- 1 Business number, app calling and included incoming cell forwarding
- 2 Support review of existing-number portability and setup requirements
- 3 Automatic recording when permitted and required notice or consent is complete
- 4 Call history, client notes, voicemail, and recording playback
- 5 Calling and telephone-related client context included with Essentials
- 6 Recording and telephone-record retrieval with exportable files
Recording boundary
Agent Workspace supports state-aware notice and affirmative-consent paths. Agents still follow the scripts, disclosures, carrier procedures, state laws, and approved enrollment workflows that apply to the call. If a required consent path is not completed, use your approved alternative process.
Six years and 10 years are different records
Keep the right proof on the right timeline
Agent Workspace gives you one searchable vault without flattening different recordkeeping duties into one vague promise.
Medicare marketing and sales calls
6 years
Under the CY2027 framework, retain the call record for at least six years: audio for years one through three, then audio or a complete and accurate transcript for years four through six.
Read the final ruleMedicare enrollment records
10 years
Enrollment records stay on their own retention track. Keep the enrollment-related call and supporting documents connected to the client file for the period required by your workflow.
Understand the retention splitACA Marketplace records
10 years
Store consumer consent and eligibility application review records with the related client file for the Marketplace recordkeeping period.
Review CMS Marketplace resourcesThis is workflow and recordkeeping information, not legal advice. Follow the current requirements, contracts, and approved procedures that apply to your business.
Calling with Essentials
The business phone inside your Essentials workspace.
Start Essentials online to bring calling and client records into one workspace. Ask our team about telephone setup or number porting.
Essentials with business calling
$29.99per month after trial
30-day free trial
A card is required at checkout. One 30-day free trial per NPN, then $29.99/month. Calling is included with Essentials.
Start your 30-day free trial Ask about Business TelephoneFAQ
Clear answers about the phone
How are recordings and voicemail retained?
Conversation recordings and voicemail saved to Vault use long-term audio storage configured for approximately 10 years. This differs from the 30-day personal voicemail inbox and from the legal retention rules for each record. Account access and export after cancellation follow your subscription terms.
Does the business number include two-way texting?
The phone offering provides voice calls and voicemail. Two-way customer texting from the business number is not currently available. Form links and transactional notifications are separate workflows.
Can I use Essentials only as a phone service?
Use Essentials just for your phone, or use the rest of the workspace too. The price, signup and included phone features are the same.
Can incoming calls ring my cell phone?
With cell backup on, incoming calls ring in the app first and your saved cell joins after a few seconds. If the app is closed or unavailable, your cell rings directly. Answer the cell call and follow the keypad prompt to connect.
How many calling minutes are included?
Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month.
What happens when I miss a call?
If neither the app nor your cell answers, the caller can leave Agent Vault voicemail. With cell backup off, unanswered or closed-app calls go to voicemail. New calls also go to voicemail while your business line is busy.
How long does voicemail stay in the inbox?
Listen to voicemail in Agent Vault and receive a new-message email. Unsaved personal-line voicemail is kept for 30 days. Use Save to Vault to keep a message with your long-term records.
How do I get the recorded business line?
Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month.
Where do I make and answer calls?
Make outbound calls with your browser microphone and answer incoming calls in the app. Incoming cell forwarding is included with Essentials: turn on cell backup to ring your saved cell number too.
Can I keep my current phone number?
Ask support to review your existing number and the requirements before planning a transfer. Number portability and timing must be confirmed; there is no self-service porting checkout.
Are calls automatically recorded?
Supported calls record according to the call policy: automatic recording, a recording announcement, or an affirmative keypad-consent step. When required consent is not given, the call is not recorded. Follow the approved scripts and procedures that apply to your work.
Is there a free trial?
Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month.
How long can I keep Medicare and ACA records?
The vault supports the applicable recordkeeping workflows agents commonly need: Medicare marketing and sales call records for at least six years under the CY2027 framework, separate 10-year enrollment-record storage, and 10-year Marketplace consent and application-review storage. Agents should follow the retention rules and contracts that apply to their business.
Can I export recordings and client records?
Yes. Recordings and related files are designed to be retrievable and exportable, so your records are not trapped if your agency, FMO, CRM, or business workflow changes.
Does Agent Workspace guarantee compliance?
No software can guarantee compliance by itself. Agent Workspace provides calling, recording, storage, retrieval, and export workflows. Agents remain responsible for the notices, consent, scripts, state laws, carrier requirements, and approved enrollment procedures that apply.
Calling with Essentials
Put the business call inside the client record.
Calling is available with Essentials at $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN.
One phone product: Essentials
App calling and incoming cell forwarding, included.
Use Essentials just for your phone, or use the rest of the workspace too. The price, signup and included phone features are the same.
Essentials is $29.99/month after a 30-day free trial. Card required at checkout; one trial per NPN. The trial includes 100 calling minutes; paid Essentials includes 1,500 calling minutes per month.
Answer where you are
With cell backup on, incoming calls ring in the app first and your saved cell joins after a few seconds. If the app is closed or unavailable, your cell rings directly. Answer the cell call and follow the keypad prompt to connect.
If neither the app nor your cell answers, the caller can leave Agent Vault voicemail. With cell backup off, unanswered or closed-app calls go to voicemail. New calls also go to voicemail while your business line is busy.
Keep the message and the record
Listen to voicemail in Agent Vault and receive a new-message email. Unsaved personal-line voicemail is kept for 30 days. Use Save to Vault to keep a message with your long-term records.
Keep call history, permitted recordings and notes together. Link calls to the correct client, and review unmatched calls before filing them with an SOA or other records.
One shared number for an agency
For agencies, our team can configure a shared number that asks for a ZIP code and routes calls to covering agents and backups on verified cell numbers. Agency routing, schedules and call reports are scoped separately with our team.
Discuss agency call routing