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Agent's Guide to Phone Communication Resources
Manage episode 431257365 series 3045143
Your phone is one of the best tools to keep in touch with clients and follow up on leads. We’ve gathered a list of applications that make compliant communication through the phone a lot easier. Listen to learn more!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Phone & VoIP Resources:
AgencyBloc: https://www.agencybloc.com/
Phone.com: https://www.phone.com/
RingCentral: https://www.ringcentral.com/
Zoom Phone: https://www.zoom.com/en/products/voip-phone/
Call Recording Application Resources:
Agency Bloc’s Plus Suite: https://www.agencybloc.com/software-solutions/
Integrity’s MedicareCENTER Call Recording Solution: https://integrity.com/MedicareCENTER/
Recordia Telephony Service: https://recordia.net/en/recordia-telephony-service-2-en/
Senior Market Sales CallRecording Solution: https://www.seniormarketsales.com/training-library/videos/phonedotcom
TTEC’s Mobile Record and Store Now: https://www.ttec.com/industries/healthcare
Resources:
A Review of the Top Call Recording Applications for Compliant Medicare Business: https://ritterim.com/blog/a-review-of-the-top-call-recording-applications-for-compliant-medicare-business/
CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B
Sales and Communication Practices: https://docs.ritterim.com/compliance/sales-communication-practices/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
Where It All Begins Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
Tautimes, Mari. “Should Insurance Agents Use Text Messages to Communicate with Clients?” Western Asset Protection Blog, Western Asset Protection, 16 May 2019, info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients
Dice, Zach. “VoIP vs. Company Cell Phones: Which Is Best for Your Business?” Dice Communications Blog, Dice Communications, 3 Nov. 2022, dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip
Alder, Steve. “HIPAA Training Requirements.” HIPAA Journal, HIPAA Journal, 21 May 2023, www.hipaajournal.com/hipaa-training-requirements/
“Telephone Consumer Protection Act 47 USC § 227.” Federal Communications Commission, Federal Communications Commission, www.fcc.gov/sites/default/files/tcpa-rules.pdf Accessed 22 July 2024.
Alder, Steve. “The Use of Technology and HIPAA Compliance.” HIPAA Journal, HIPAA Journal, 27 Nov. 2023, www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/
“Worldwide Texting Statistics.” Vermont State Highway Safety Office, State of Vermont, 20 June 2018, shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf
Staff in the Office of Technology. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 17 Jan. 2024, www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
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Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, and Threads
Tina on LinkedIn
294 episodes
Manage episode 431257365 series 3045143
Your phone is one of the best tools to keep in touch with clients and follow up on leads. We’ve gathered a list of applications that make compliant communication through the phone a lot easier. Listen to learn more!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Phone & VoIP Resources:
AgencyBloc: https://www.agencybloc.com/
Phone.com: https://www.phone.com/
RingCentral: https://www.ringcentral.com/
Zoom Phone: https://www.zoom.com/en/products/voip-phone/
Call Recording Application Resources:
Agency Bloc’s Plus Suite: https://www.agencybloc.com/software-solutions/
Integrity’s MedicareCENTER Call Recording Solution: https://integrity.com/MedicareCENTER/
Recordia Telephony Service: https://recordia.net/en/recordia-telephony-service-2-en/
Senior Market Sales CallRecording Solution: https://www.seniormarketsales.com/training-library/videos/phonedotcom
TTEC’s Mobile Record and Store Now: https://www.ttec.com/industries/healthcare
Resources:
A Review of the Top Call Recording Applications for Compliant Medicare Business: https://ritterim.com/blog/a-review-of-the-top-call-recording-applications-for-compliant-medicare-business/
CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B
Sales and Communication Practices: https://docs.ritterim.com/compliance/sales-communication-practices/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
Where It All Begins Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
Tautimes, Mari. “Should Insurance Agents Use Text Messages to Communicate with Clients?” Western Asset Protection Blog, Western Asset Protection, 16 May 2019, info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients
Dice, Zach. “VoIP vs. Company Cell Phones: Which Is Best for Your Business?” Dice Communications Blog, Dice Communications, 3 Nov. 2022, dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip
Alder, Steve. “HIPAA Training Requirements.” HIPAA Journal, HIPAA Journal, 21 May 2023, www.hipaajournal.com/hipaa-training-requirements/
“Telephone Consumer Protection Act 47 USC § 227.” Federal Communications Commission, Federal Communications Commission, www.fcc.gov/sites/default/files/tcpa-rules.pdf Accessed 22 July 2024.
Alder, Steve. “The Use of Technology and HIPAA Compliance.” HIPAA Journal, HIPAA Journal, 27 Nov. 2023, www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/
“Worldwide Texting Statistics.” Vermont State Highway Safety Office, State of Vermont, 20 June 2018, shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf
Staff in the Office of Technology. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 17 Jan. 2024, www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
Follow Us on Social!
Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, and Threads
Tina on LinkedIn
294 episodes
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