Free tool

Medicare 2027 Recording Checker

Six quick questions to see whether your call-recording, storage, and retention setup meets the CMS Medicare rules phasing in through January 1, 2027.

Your recording & retention setup

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1. Do you record 100% of your Medicare Advantage / Part D sales and marketing calls?

CMS requires all such calls to be recorded — not a sample.

2. Do you capture the complete audio, including calls made over VoIP or a softphone?

The rule explicitly covers VoIP audio.

3. Are recordings stored securely (encrypted and access-controlled)?

4. Do you retain recordings for at least 10 years?

CMS retention runs ~10 years for enrollment-related records.

5. Do you correctly classify each call as sales, marketing, or enrollment?

6. Can you retrieve any specific call recording quickly on request (searchable by agent, date, beneficiary)?

Not legal advice. This checker offers general guidance based on CMS requirements to record all MA/Part D sales & marketing calls (including VoIP) and retain them (~10 years), phasing in Oct 1, 2026 → Jan 1, 2027. Confirm your specific obligations with qualified compliance counsel and your carriers.

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