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Featured April 11, 2026

The Agent's Guide to CMS-Compliant Medicare Enrollment Calls

A script-level walkthrough of a compliant Medicare enrollment call from greeting to close, highlighting every CMS-required disclosure.

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Recent Posts

Summer Slowdown Strategy

April 10, 2026

Contact Sharing Controls

April 8, 2026

Latest Articles

Stay updated with the latest insights and trends

April 10, 2026

Summer Slowdown Strategy

How to use the summer months productively — agent training with AI mock calls, system optimization, publisher recruitment, and AEP preparation.

April 9, 2026

Recording Retention Rules

CMS and state-level requirements for call recording retention periods, storage best practices, and automated retention policies.

April 8, 2026

Contact Sharing Controls

How granular contact sharing controls let agencies protect high-value leads while enabling collaboration across teams.

April 7, 2026

ACA Enrollment Strategies

How to prepare your call center for ACA open enrollment, including staffing models, routing, and compliance requirements.

April 6, 2026

Omnichannel Communication

How to coordinate phone, SMS, and email outreach for a consistent beneficiary experience and higher contact rates.

April 5, 2026

Multi-State CMS Compliance

How to handle the complexity of state-by-state CMS compliance variations, licensing requirements, and automatic state-based routing.

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