Support Senate Bill S. 5149

Legislation Introduced to Remove Independent Agents from Call Recording

Although you should have received an email from us about this, we want to make sure we’re reaching everyone regarding a recent bill that was introduced in the U.S. Senate.

On December 1, 2022, Senators Mike Rounds (R-SD) and James Risch (R-ID) introduced S. 5149, which would exclude independent agents and brokers from the recording requirements in the Medicare Marketing Rule.

The intention of the rule is to stop fraudulent or misleading people – such as call centers – from manipulating Medicare beneficiaries. However, the rule has an overly broad scope and applies these requirements to licensed agents and brokers. We fully support the initial purpose of the Medicare Marketing Rule, but we also see it was too encompassing and want to correct it. We know you have the best interests of your customers in mind and to require a recording of your phone calls is needless.

This bill would eliminate you having to record your Medicare phone calls and we urge you to contact your Senators to support this legislation. The National Association of Health Underwriters (NAHU) has an easy method for you to reach out to your Senators and we hope you help to get this adjustment passed.

If you have questions, please reach out to us at 651.739.2010.