*This page does not contain legal advice. It is always recommended to review your dialing & marketing strategies with your legal counsel.*
1. Review & implement your CMS, federal & local regulations
New for 2025 is the requirement for one-to-one consent. This is similar to the CMS new rule. The FCC makes clear that you must gain explicit and revokeable written consent to contact for text messaging and calling that cannot be transferred to/by another organization. Reference "Closing The Lead Generator Loophole" in that article.
Important elements to review:
"we are finalizing a one-to-one consent structure where TPMOs must obtain prior express written consent through a clear and conspicuous disclosure for each TPMO that will be receiving the beneficiary's data."
Add explicit language to your sign up forms, along with a link to your Privacy Policy and Terms of Condition. Sample language here. Please review with your legal advisor.
2. Do not hang up quickly if the person doesn't answer... leave a message. If you're on an AMS (full VoIP solution) plan, use voicemail drop to speed things up while still leaving important information. You can even personalize the greeting before dropping the message like "Hello George!" and then drop the rest of the message. This will lead to better responses and decrease people blocking your number.
3. IMPORTANT: If you hang up too many times in an hour, your number will be registered as "likely spam" by the phone carriers. Carriers flag numbers that make too many calls that are under 6 seconds long.
4. If you have purchased or ported numbers into Radius, please submit a business verification request via our Help app (bottom right corner of Radius and this page!). You will need an EIN and either a website or social media handle as part of the requirements.
5. Register your numbers with FreeCallerRegistry and other caller analytics services to prevent being flagged as spam. Learn more in this article.
6. On the AMS (full VoIP) plan, you can use playable recordings to have the system read out the Medicare disclaimers or ACA Attestations. All of that will be recorded in the body of the call and you'll save a bit of your voice (and sanity)!
7. Maintain your call recordings for the required minimum time period. This is typically 10 years for the majority of Radius's clients who are frequently in the health or Medicare markets. Radius provides HIPPA compliant, secure storage for the length of your subscription with us, which can exceed the 10 year requirement. If you decide to close your account, please make sure that your recordings (and all data) are exported and safely stored in your new solution before cancelling your account with Radius. When you close your account, it will be deleted for data security within the month, so it is imperative to have all of your files secured prior to cancelling.
Sample language for opt in to communications. Please review with your legal advisor.
ENGLISH:
We respect your privacy and will not share your information without your consent. You may revoke your consent for one or all communications at any time.
Providing your information is optional.
By providing your contact information above, you are granting permission for a licensed sales agent to contact you by phone, mail, or email to answer your questions or provide additional information about Medicare Advantage Plans, Medicare Prescription Drug Plans and Medicare Supplement Insurance. We are not affiliated with or endorsed by the Government or Federal Medicare Program. Your information will be provided to a licensed agent and our agency for future contact. This is a solicitation for insurance.
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ESPANOL:
Respetamos su privacidad y no compartiremos su información sin su consentimiento. Usted puede revocar su consentimiento para una o todas las comunicaciones en cualquier momento.
Proporcionar su información es opcional.
Al proporcionar su información de contacto anterior, usted está otorgando permiso a un agente de ventas con licencia para que se comunique con usted por teléfono, correo postal o correo electrónico para responder a sus preguntas o proporcionar información adicional sobre los Planes Medicare Advantage, los Planes de Medicamentos Recetados de Medicare y el Seguro Suplementario de Medicare. No estamos afiliados ni respaldados por el Gobierno o el Programa Federal de Medicare. Su información será proporcionada a un agente con licencia y a nuestra agencia para contactos futuros. Esta es una solicitud de seguro.