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Special ProgramsRecord your calls
You must comply with CMS’ rule requiring agents to record telephonic conversations with beneficiaries (new and existing clients) starting Oct 1, 2023.
What calls do I need to Record?
CMS requires you to provide recordings of any inbound or outbound phone or video call conversations with beneficiaries that discuss:
- Individual plan recommendations for the client (sales appointments)
- Completion of an enrollment application with the client
- Over the phone Scopes of appointment
Recordings of these calls will need to be provided to the carrier in the event of a CMS audit due to a customer complaint.
As of September 2023 - Call recording requirements are limited to the point of enrollment: you no longer need to record appointment scheduling or retention activities.
Click here to view our recommended Call Recording Scripts or download below:
Spark Call Recording Feature
How it works
Whether it’s an inbound or an outbound call, you will receive a Spark business phone number with the Call Recording feature. The first 150 hours are free of charge and then you will be billed $.02 per minute. It works as a triangular phone system:
- You call agents within the platform from their profile
- The system calls you from your Spark business phone number and you answer the call
- The system then calls your contact and connects and records the call
OR
- Contacts call your Spark business phone number
- The call forwards to your device and records the call after you’ve answered it
1. Getting started:
Confirm your number under Agent Details and enable the feature under Preferences in My Account.
2. Making Calls
Outbound and Inbound Calls
3. Managing Your Data
Viewing Call History and Downloading Calls
Other Options
We have selected the other choices below based on price and feature quality.
We recommend the options below as they do not require:
- (a) calling into another line
- (b) the client to hear an automated recording at the start of the call
- (c) being on the software platform when you receive a call. The solutions outlined below seamlessly support inbound and outbound calls with a click of a button.
- (d) you are required to record all calls with beneficiaries, including all calls before and after an enrollment. If a client calls your cell phone or you cannot access your quote & enroll tool, then you will be unable to record the call.
Getting Started with Zoom
“I’m new to Medicare and/or phone sales”
Getting Started instructions here
Why we like it:
- Easy to use
- Video Call and Dial-In Features
- Unlimited Meetings
- Store recordings to the Cloud
- No need for a new phone number
- Fully HIPAA compliant
Pro Plan
Recommended for individual agents and small teams
$15/month
How to Sign Up
- Follow the instructions HERE to create your free Zoom Account
- Follow the instructions HERE to complete a BAA for your Zoom account. This is required for HIPAA compliance.
How to Record a Call
Follow the instructions HERE for how to record a call on Zoom.
How can my Clients dial in to a Zoom meeting?
Follow the instructions HERE for instructions on how your clients can dial into your Zoom meetings.
Getting Started with Dialpad
“I plan to enroll clients frequently over the phone”
Why we like it:
- Tons of customization
- Great for agents on the go
- Mobile and Desktop app are smooth and easy to use
- Store your recordings in the Cloud
- You’ll have your own enrollment number
- Fully HIPAA compliant
Standard Plan
Recommended for individual agents and small teams
$23/month
$15/month if billed annually
- HIPAA/BAA Compliant
- On Demand Call Recording
- No Automatic Call Capabilities
- Real Time Call Transcriptions
- Save Call Recordings to Google Drive
- Live Support 24 hrs/day M-F
Pro Plan
Recommended for agencies and for automatic call recording
$35/month
$25/month if billed annually
- HIPAA/BAA Compliant
- On Demand Call Recording
- Automatic Call Recording
- Real Time Call Transcriptions
- Multiple Phone Numbers per Account
- Save Call Recordings to Google Drive
- Live Support 24/7
How to Sign Up
Here’s the instructions to create your Dialpad account.
How to Record a Call
View the Dialpad Guide to record a call HERE
How to set a automated call recording and compliant greeting.
Here’s a walkthrough on how to set up auto-recording in Dialpad PRO accounts.
FAQ
Account Set-Up
If you would like to use an existing number for your Dialpad account you will need to move your phone service over to Dialpad. You will need to replace your old cell phone number if you’d like to keep your phone carrier service.
If you would to keep your existing phone service you will need to activate a new number, which Dialpad can provide.
Yes you can port an existing VOIP number, but you will need to leave the previous phone service for the number.
HERE’s a guide to porting call.
Dialpad can initiate port requests for US-based local or toll-free numbers.
- Local ports can be requested through an online form in your account
- Toll-free ports are requested by contacting the Dialpad Support Team with a filled-out letter of authorization
Dialpad accepts all major credit cards. You will be charged on a month-to-month basis. If you'd like to be invoiced instead, contact the Dialpad Sales Team.
Yes, you can make and record calls using any device that you have downloaded the Dialpad app, logged into your account and connected to the internet.
Your cell service will remain with current provider.
Dialpad’s application will sit inside of your phone. When someone dials your cell number, that call will come across as normal. When someone dials your Business number, it will come through on your Dialpad Application through your cell phone.
Yes Dialpad is HIPPA compliant. See below for Dialpad’s HIPAA compliance info.
Recording Calls
Dialpad Pro accounts support automatic call recording. Standard accounts do not.
Yes, you can create a pre-made greeting with your Dialpad Pro account which can include the CMS disclaimer.
Storing Recordings
You’ll be able to access be heading to your Dialpad account at https://dialpad.com/app and clicking on “Recordings”
Yes, the call recordings will be stored based on the phone number or contact name from the call.
FAQ
You are billed monthly and are charged $.02 per minute.
Indefinitely, so you are able to download them at your convenience.
No, but you can reach out to the Support team for assistance.
At this time, we do not support transcripts with the recordings.
Yes, if you make an outbound call, you can select the option for Do Not Record.
At this time, that is not a feature included.
Upon answering, you will be prompted with a voice message.
At this time, no, you must use the number you are given if you want to use the Call Recording feature within Spark.
Reach out to the Support team to get more information on your call usage.
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- Record your calls
- What calls do I need to Record?
- Spark Call Recording Feature
- How it works
- 1. Getting started:
- Confirm your number under Agent Details and enable the feature under Preferences in My Account.
- 2. Making Calls
- Outbound and Inbound Calls
- 3. Managing Your Data
- Viewing Call History and Downloading Calls
- Other Options
- Getting Started with Zoom
- Getting Started with Dialpad
- FAQ