Gordon Marketing Has You Covered for Call Recording This AEP

The Centers for Medicare and Medicaid Services (CMS) recently announced that new call-recording regulations will need to be followed for the 2023 Annual Election Period (AEP) season. With AEP just around the corner, this announcement has put many agents that offer Medicare solutions into scramble mode.

What does this new regulation specifically require?

As a reaction to misleading advertising practices, CMS mandated a new ruling that includes a call-recording component. The rule applies to call centers and brokers. Carriers, as well as The National Association of Health Underwriters, met with CMS and it was affirmed that recorded calls would be required beginning October 1, 2022. Agents who don’t comply will find themselves subject to enforcement. There is a slim chance that enforcement will be delayed for a year, but that is unlikely to happen.

Gordon Marketing Solutions

Gordon Marketing is introducing some of the best call-recording solutions. They will not only help agents comply with new CMS regulations but will also allow them to operate using mobile phone technology while away from the office. These solutions will allow agents to initiate and receive recorded calls from almost anywhere. It will be compatible with both landline and mobile devices. Plus, it will retain your calls for up to 10 years as long as the account remains active. 

These solutions will not require agents to change how they do business and will be offered at no cost. However, agents will need to be contracted and doing business with Gordon Marketing to participate.

One solution will integrate into My Enrollment Tool, the proprietary tool from Gordon Marketing that lets agents take prospects from lead to enrollment in one place. As a second option, Sunfire, a client-facing technology solution that pairs an agent’s advice with the convenience of self-enrollment, will also have call-recording capability.

The implementation of the MID solution means that agents who use that tool can now enroll clients into a Medicare Advantage plus Part D or Part D plan telephonically. This is a first for MID.

The mobile phone and My Enrollment Tool, solution have many attractive features including:

  • 10-year retention capability
  • Easy one-click call recording
  • Integration with My Enrollment Tool, and Medicare Insurance Direct sites
  • Call recording from desktops, laptops and mobile devices
  • Free call recording for producing agents contracted with Gordon Marketing
  • An agent dashboard that allows users to easily search and retrieve recorded calls
  • Additional business phone system features such as video conferencing, text messaging, voicemail transcription and mobile app

Your Next Step

Want to know more? Call an Gordon Marketing Med Solutions marketing consultant at 800-388-8342

A Little More About Gordon Marketing

Gordon Marketing is a national insurance marketing organization, representing top Medicare Supplement, Medicare Advantage, annuity, life, long-term care and travel insurance carriers in all 50 states. More than 70,000 independent insurance agents rely on Gordon Marketing for proprietary technology, competitive insurance products, expert training and service to help them leverage their time, make more money and put their business in a position of distinction. Founded in 1982, Gordon Marketing is headquartered in Noblesville, Indiana. In 2020, 

For Licensed Insurance Agent/Advisor Use Only. Not for General Public.



Key Takeaways

  • How agents who offer Medicare Solutions can comply with new CMS call-recording regulations.
  • A Way for agents who offer Medicare Solutions to be compliant this AEP.