Field Notes on Phone Communication Resources

The best tool to connect with your clients is in your hands! We’ve compiled a list of applications that make compliant communication through the phone a lot easier. Listen to learn more!

 

Read the text version

 

Contact the Agent Survival Guide Podcast! Email us [e-mail] or call 1-717-562-7211 and leave a voicemail.

 

Phone & VolP Resources:

AgencyBloc Phone.com RingCentral Zoom Phone

 

Call Recording Application Resources:

AgencyBloc’s Plus Suite Integrity’s MedicareCENTER Recordia Telephony Service Senior Market Sales CallRecording Solution TTEC Mobile Record and Store Now

 

Ritter Resources:

eBooks & Guides Field Notes Episode Playlist The Ritter Blog

 

References:  

Tautimes, Mari. “Should Insurance Agents Use Text Messages to Communicate with Clients?” Western Asset Protection Blog, Western Asset Protection, 16 May 2019, info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients

Dice, Zach. “VoIP vs. Company Cell Phones: Which Is Best for Your Business?” Dice Communications Blog, Dice Communications, 3 Nov. 2022, dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip

Alder, Steve. “HIPAA Training Requirements.” HIPAA Journal, HIPAA Journal, 21 May 2023, www.hipaajournal.com/hipaa-training-requirements/                           

“Telephone Consumer Protection Act 47 USC § 227.” Federal Communications Commission, Federal Communications Commission, www.fcc.gov/sites/default/files/tcpa-rules.pdf Accessed 22 July 2024.

Alder, Steve. “The Use of Technology and HIPAA Compliance.” HIPAA Journal, HIPAA Journal, 27 Nov. 2023, www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/ 

“Worldwide Texting Statistics.” Vermont State Highway Safety Office, State of Vermont, 20 June 2018, shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf

Staff in the Office of Technology. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 17 Jan. 2024, www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business

 

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