Capture the authorization on the call. Keep the proof with the client.

No. Use your approved telephone script, obtain the required authorization and retain the recording. Link or upload that audio to the correct client or SOA record. This is an agent-led evidence workflow; Essentials does not automatically turn a conversation into a signed form or produce a transcript.

Use Essentials just for your phone, or use the rest of the workspace too. The price, signup and included phone features are the same.

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.

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.

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.

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.

A telephone Scope of Appointment is a Medicare SOA workflow in which the appointment scope is documented by recorded call instead of a paper or electronic form, when that method is allowed by the approved process being used.

CMS materials recognize telephonic recording as a method of delivery for telephonic appointments. Agents should use that method only when it fits the current carrier, agency, state, and enrollment procedures that govern the appointment.

Agent Workspace provides the in-app business line, recording, client history, and vault workflow. It does not replace the approved scripts, notices, disclosures, carrier language, or enrollment procedures that apply to the call.

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.

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.

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.

Yes. A supported call recording can be stored with related electronic SOAs, enrollment records, plan documents, uploads, and client notes so the file can be reviewed as a whole.

Retention depends on the record. Under the CY2027 Medicare framework, marketing and sales call records have a six-year track, with audio required for years one through three. SOA, enrollment, and other records may follow separate 10-year requirements. Follow the current rules and contracts that apply to the specific file.

Yes. Supported recordings and related documents are designed to be retrievable and exportable if your business, agency, FMO, CRM, or phone workflow changes.

No software can guarantee compliance by itself. Agent Workspace supplies calling, recording, storage, retrieval, and export workflows. The agent remains responsible for using the scripts, disclosures, consent procedures, state rules, and approved enrollment process that apply.