Call Recording: All sales
Posted: Tue May 20, 2025 9:41 am
marketing, and enrollment calls (inbound and outbound) with Medicare beneficiaries must be lebanon telegram number database recorded in their entirety. This includes initial informational calls, enrollment calls, and even retention calls.
Do-Not-Call (DNC) Scrubbing: Leads must be rigorously scrubbed against the National Do Not Call Registry and any state-specific DNC lists.
Scope of Appointment (SOA): While not directly tied to lead generation, an SOA must be obtained before discussing plan-specific details with a prospect. This is crucial for compliance in Medicare sales.
Disclaimer Requirements: Specific disclaimers must be used in marketing materials and during calls.
No Unsolicited Calls: Generally, unsolicited outbound calls to Medicare beneficiaries are heavily restricted. Consent is key.
Approved Marketing Creatives: Marketing materials and scripts used to generate leads must be approved by CMS and major insurance carriers.
Accuracy and Freshness:
Valid Contact Information: Correct phone numbers are essential.
Real-time Delivery: The quicker you contact a lead after they express interest, the higher the chance of conversion.
Detailed Information: Beyond just a phone number, knowing the prospect's age, location, and any initial indicated interest (e.g., Medigap vs. Advantage) helps tailor the conversation.
Provider Reputation & Support:
Proven Track Record: Look for providers with a strong reputation for compliant lead generation and satisfied agents.
Transparent Sourcing: Understand how the leads are generated and how consent is obtained.
Replacement Policy: A good provider will have a clear policy for replacing bad (disconnected, wrong number, not interested) leads.
Agent Support: Some providers offer sales training, scripts, and CRM integration to help agents convert leads effectively.
Top Telemarketed Medicare Lead Providers (Global/US Market Focus):
Based on industry presence and reported offerings, here are some commonly cited providers. Always verify their current compliance measures and lead generation methods, especially with recent CMS changes.
and consider starting with smaller test batches.
Do-Not-Call (DNC) Scrubbing: Leads must be rigorously scrubbed against the National Do Not Call Registry and any state-specific DNC lists.
Scope of Appointment (SOA): While not directly tied to lead generation, an SOA must be obtained before discussing plan-specific details with a prospect. This is crucial for compliance in Medicare sales.
Disclaimer Requirements: Specific disclaimers must be used in marketing materials and during calls.
No Unsolicited Calls: Generally, unsolicited outbound calls to Medicare beneficiaries are heavily restricted. Consent is key.
Approved Marketing Creatives: Marketing materials and scripts used to generate leads must be approved by CMS and major insurance carriers.
Accuracy and Freshness:
Valid Contact Information: Correct phone numbers are essential.
Real-time Delivery: The quicker you contact a lead after they express interest, the higher the chance of conversion.
Detailed Information: Beyond just a phone number, knowing the prospect's age, location, and any initial indicated interest (e.g., Medigap vs. Advantage) helps tailor the conversation.
Provider Reputation & Support:
Proven Track Record: Look for providers with a strong reputation for compliant lead generation and satisfied agents.
Transparent Sourcing: Understand how the leads are generated and how consent is obtained.
Replacement Policy: A good provider will have a clear policy for replacing bad (disconnected, wrong number, not interested) leads.
Agent Support: Some providers offer sales training, scripts, and CRM integration to help agents convert leads effectively.
Top Telemarketed Medicare Lead Providers (Global/US Market Focus):
Based on industry presence and reported offerings, here are some commonly cited providers. Always verify their current compliance measures and lead generation methods, especially with recent CMS changes.
and consider starting with smaller test batches.