Effective October 1, 2022, the Federal governing body for Medicare: The Centers for Medicare & Medicaid Services (CMS), now requires agencies that handle Medicare products to record all phone conversations and online enrollments and store them for ten years.
As a result, Perle & Co. has added a phone number reserved for our clients to call us to discuss anything about Medicare, whether it be for an initial interest or ongoing maintenance of an existing plan. This phone number will greet our clients with a new mandatory disclaimer in a digitized voice and then connect you to our office. The Disclaimer will read:
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
We are happy to discuss with you why Perle & Co. does not represent all plans in your area.
Whenever you need to call us to discuss Medicare, please call us at 651-347-6988.
For all other topics or questions regarding this new policy, please continue to call us at (651) 303-8889.
Speak soon,
Perle & Co Team