Yes! You can opt to have your fax number ported as well to continue operating your fax line in Dialpad.

No. All inbound calls are recorded automatically. On an outbound call, you must click record and let the consumer know that the call will be recorded.

No. Meetings can be recorded manually. This means you will need to begin recording a meeting by clicking the record button and let the consumer know the meeting is recorded.

Yes! Obviously, keep it professional. Dialpad has the capability of recording and compliantly storing HIPAA information through its cellular app as well.

Yes, all calls are secure in transit and in cold storage for life, with NO additional fees or need to store yourself. Calls can be retrieved at any time if needed.

All calls can and should be recorded. Inbound calls will be automatically recorded. Outbound calls will need to be recorded manually – which means the agent will click the record button to initiate recording. You will need to let clients know that the call will be recorded, then begin recording the call.

Yes! You can play all required CMS disclosures and disclaimers with the click of a button! SES will have the appropriate prompts saved, stored, and ready to use. You also have the option to record the prompts yourself, using your voice, to play for your own clients if you wish.

AI will turn your calls into text, allowing for you to store dictation and search that dictation for specific topics or points of interest. AI technology can also note important points and provide a summary of the recorded dialogue.

Yes! Unlike most other meeting rooms, this platform provides HIPAA-secure recording and storage of your meetings. Note that meetings are not automatically recorded; you will need to manually begin recording if you wish to save your meeting.

Yes! You must have Level 2 Contract, agents are required to have approved scripts and follow all protocol when collecting a verbal Scope of Appointment for compliant purposes. A Call Center Contract may be required if you expect to use scripts to collect verbal SOAs or enroll telephonically.

Yes! You may dial into the US from anywhere you wish to work in this beautiful world.

Yes! As we roll this platform out nationally to our agents, we will be hosting webinar trainings in Aug / Sept 2024. It is best to familiarize yourself with the Dialpad platform prior to webinar trainings by utilizing the Dialpad Help Center and Dialpad University. To access, log in to https://dialpad.com/ and click the ? for ”Help” at the bottom left of your dashboard.

Dialpad is an online telephony system that offers HIPAA-secure storage. Ensure that your system is secure, and you understand and remain following HIPAA security.

Yes! When you download the Dialpad app, you can set active call hours or choose to accept calls at any time, record calls, utilize AI features, and more. You can transfer an active call from your cell phone to your computer without ending the call, meaning you can answer on your cell phone, boot up your computer, and switch devices to work consumer calls seamlessly.

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Dialpad is an online telephony system featuring call recording, HIPAA-compliant information storage, AI transcription of calls, text messaging, optional fax line, and more. To explore more details about Dialpad’s software offerings, visit www.dialpad.com

In 2024, CMS declared changes to its rules and regulations regarding the sales of Medicare Advantage and Prescription Drug plans by Third-Party Marketing Organizations and individual agents, including:

All calls regarding MA or PDPs should be recorded and stored in a HIPAA-secure manner for 10 years or more.

All electronic and telephonic correspondence with consumers must include CMS disclaimers and disclosures.

Per CMS rules and regulations on the MA and PDP market, it is now necessary to use Dialpad or a similar telephony system with secure recording, storage, and retrieval features to conduct telephonic business compliantly.