Welcome to the comprehensive guide on CMS (Centers for Medicare & Medicaid Services) call recording for Medicare brokers. In this informative resource, we explore the importance of call recording in the context of Medicare brokerage, focusing on compliance requirements and quality assurance measures.

Medicare brokers play a crucial role in assisting beneficiaries with navigating the complex world of Medicare plans. As regulations and compliance standards continue to evolve, it is vital for brokers to adopt reliable call recording systems to ensure adherence to CMS guidelines and maintain the highest level of service.

LinkLive allows you to meet with your customers on a secure recorded line.

Please note that in order to use LinkLive’s secure call recording and retention service, you need to first activate your account using the link that’s provided to you in the email from Revation (use Chrome, Safari, or Edge).

For all inbound calls, if a caller uses your secure LinkLive phone number, the call will be automatically recorded. Simply answer the call as you normally would.

If a caller is not using the recorded line, you have three options:

1. Merge the current call with your secure LinkLive line (see below for instructions on how to merge calls).
2. Return the call using the LinkLive URL (see below for outbound recordings).
3. Ask the caller to call back using your secure LinkLive phone number.

For all outbound calls, use a web-based browser (e.g., Chrome, Safari, or Edge) to log into LinkLive. When logged in, simply dial the outbound number and your call will be recorded automatically.

To record a call on your mobile phone, you can follow these steps: 

If you have a non-recorded call in progress, begin the call recording by clicking the “add a call” button on the keypad and dial your LinkLive secure line. After connecting with your LinkLive line, click “merge calls” and continue the conversation. At this point, recording has started.

Only calls that are routed through your LinkLive number will be recorded. Outbound and inbound calls placed and received to and from your cell number are not recorded. 

The service only forwards to one number.

Unfortunately, not at this time.

Email cannot be changed without your management approving the change as we need to delete the existing account and create a new account. This would cause a loss of all existing recorded data. The email address is the primary user account in our system and is used for reporting and recording.

Private group is a field used by Revation, to organize users into the correct server.

The email can be found under the same date the other email was sent. Please look for keywords “temporary code” or “code” in your primary and/or spam mail and you will find it.