Category
Compliance and Regulations
2 posts
All posts
August 31, 2023
Ensuring Compliance When Selling Medicare: The Importance of Call Recording for 10 Years
Medicare call centers must retain call recordings for 10 years. Here is how to meet that requirement with Salesforce.
August 8, 2023
How to Route Calls to Licensed Insurance Agents
Use Salesforce and AgentSync to automatically route inbound calls to properly licensed insurance agents by state and product.