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Medicare SEPs in 2026: A Practical Field Guide for Insurance Agents
A practical 2026 Medicare SEP guide for agents: client scenarios, timing traps, MA and Part D rules, and documentation workflows.
#Medicare Compliance
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Medicare Call Recording Retention: Is It Still 10 Years?
CMS finalized CY2027 Medicare call recording rules: six-year retention for marketing and sales calls, but enrollment records still require 10 years.
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How Independent Medicare Agents Keep SOAs and Call Recordings Portable When Changing FMOs
Switching FMOs, CRMs, phone systems, or enrollment tools? Learn how Medicare agents keep SOAs, call recordings, ACA consent, and records portable.
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Best Call Recording Setup for Independent Medicare Agents During AEP
Compare Zoom, VoIP, FMO tools, and Business Line + Vault for Medicare agent call recording during AEP, consent, SOAs, and storage.
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Is Google Drive HIPAA Compliant for Medicare & ACA Call Recordings?
Can Medicare and ACA agents use Google Drive for call recordings? Learn when Google Workspace, a BAA, HIPAA controls, CMS retention, and SOA Vault matter.
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Marketing Call vs. Enrollment Recording: Retention Rules for Medicare Agents
Learn when Medicare marketing call recordings follow six-year retention, when enrollment records stay on a 10-year track, and how agents can organize both.
12 min read insurance
Medicare Call Recording Requirements for Agents: What Changed for CY2027
Recording didn't go away for 2027 — but the rule is now 6 years, not 10. See which Medicare calls agents must record, and how long to keep the audio.
12 min read insurance
CMS 2027 TPMO Disclaimer Timing: What You Must Say Before Benefits
CMS changed TPMO disclaimer timing for 2027 Medicare sales calls. Learn what changed, what counts as a benefits discussion, and when to say it.
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When Does a Medicare Call Become an Enrollment Recording? A Practical Guide for Agents
A practical guide for Medicare agents on where a sales call ends, where telephonic enrollment begins, and how to handle recording and retention.
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CMS 2027 Final Rule: 6 Medicare Agent Workflow Changes
Six Medicare workflow rules change for CY2027: same-day SOAs, TPMO timing, 6-year call retention, and events. What agents must update before Oct. 1.
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10 Steps to Break Away: How to Build a Truly Independent Medicare Business
Learn how to break away and build a truly independent Medicare business. Control your own leads, ditch the confusing jargon, and own your workflow.