Agent's Guide to Phone Communication Resources

Agent Survival Guide Podcast

Your phone is one of the best tools to keep in touch with clients and follow up on leads. We’ve gathered a list of applications that make compliant communication through the phone a lot easier. Listen to learn more!

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Phone & VoIP Resources:

AgencyBloc: https://www.agencybloc.com/

Phone.com: https://www.phone.com/

RingCentral: https://www.ringcentral.com/

Zoom Phone: https://www.zoom.com/en/products/voip-phone/

Call Recording Application Resources:

Agency Bloc’s Plus Suite: https://www.agencybloc.com/software-solutions/

Integrity’s MedicareCENTER Call Recording Solution: https://integrity.com/MedicareCENTER/

Recordia Telephony Service: https://recordia.net/en/recordia-telephony-service-2-en/

Senior Market Sales CallRecording Solution: https://www.seniormarketsales.com/training-library/videos/phonedotcom

TTEC’s Mobile Record and Store Now: https://www.ttec.com/industries/healthcare

Resources:

A Review of the Top Call Recording Applications for Compliant Medicare Business: https://ritterim.com/blog/a-review-of-the-top-call-recording-applications-for-compliant-medicare-business/

CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B

Sales and Communication Practices: https://docs.ritterim.com/compliance/sales-communication-practices/

What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/

Where It All Begins Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/

References:

Tautimes, Mari. “Should Insurance Agents Use Text Messages to Communicate with Clients?” Western Asset Protection Blog, Western Asset Protection, 16 May 2019, info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients

Dice, Zach. “VoIP vs. Company Cell Phones: Which Is Best for Your Business?” Dice Communications Blog, Dice Communications, 3 Nov. 2022, dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip

Alder, Steve. “HIPAA Training Requirements.” HIPAA Journal, HIPAA Journal, 21 May 2023, www.hipaajournal.com/hipaa-training-requirements/

“Telephone Consumer Protection Act 47 USC § 227.” Federal Communications Commission, Federal Communications Commission, www.fcc.gov/sites/default/files/tcpa-rules.pdf Accessed 22 July 2024.

Alder, Steve. “The Use of Technology and HIPAA Compliance.” HIPAA Journal, HIPAA Journal, 27 Nov. 2023, www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/

“Worldwide Texting Statistics.” Vermont State Highway Safety Office, State of Vermont, 20 June 2018, shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf

Staff in the Office of Technology. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 17 Jan. 2024, www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business

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