*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 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."
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.