best practices

November 2025 Restricted Call Dates

Stay Compliant with November 2025 Calling Restrictions Maintaining TCPA and DNC compliance is essential for protecting your business and preserving customer trust. Certain holidays restrict or limit outbound calling activity at the state level.Below is a list of restricted call dates for November 2025 to help you plan compliant outreach. November 2025 Restricted Call Dates […]

How the Shutdown Impacts Open Enrollment 2025

Navigating Open Enrollment During the Government Shutdown As the 2025 Open Enrollment Period (OEP) approaches, the federal government shutdown has raised new questions for insurance agents, brokers, and agencies across the country. While enrollment will move forward as scheduled, the situation adds uncertainty around subsidies, premiums, and consumer expectations. This post breaks down the current […]

Medicare AEP Sales Strategies: Why CRMs Need TLD

AEP 2025: Why Your CRM Alone Won’t Win the Season — And How TLD Gives You the Edge Every October through December, Medicare’s Annual Enrollment Period (AEP) becomes the busiest time of the year for insurance professionals. It’s often called “the Super Bowl of our industry” for good reason: the opportunities are massive, the competition […]

Outbound Dialing Strategy: Reputation, Ratios & Results

Call center workforce management

Outbound Dialing in 2025: Why Reputation, Ratios, and Resources Matter Outbound dialing without the right infrastructure is no longer just inefficient—it’s a near guarantee that your contact rates will collapse before campaigns even begin. With rising telecom costs, stricter carrier oversight, and the importance of number reputation, businesses can’t afford to treat dialing as “business […]

October 2025 Restricted Call Dates

October 2025 Restricted Call Dates Staying compliant with calling regulations is key to protecting your business and maintaining customer trust. Below are the restricted call dates for October 2025 that may affect your outreach. October Restricted Call Dates October 13, 2025 – Columbus Day Alabama (also Fraternal Day and American Indian Heritage Day) Nebraska* Pennsylvania […]

Why Updating Availability Pings Matters

An availability ping update is critical whenever a vendor switches between ingroup routing and state routing. Without this adjustment, the system checks the wrong filter, making vendors appear unavailable, skewing performance stats, and disrupting call flow across the platform. Two Types of Routing Ingroup routingUses parameters to confirm availability within a defined call group. State […]

New CMS 30-Minute Timeout Disrupts Agent and Broker Enrollments

A Policy Meant for Security Creates New Challenges The new CMS 30-minute timeout policy requires users of the CMS Enterprise Portal to log back in after half an hour of inactivity, a measure designed to protect consumer data but one that is proving disruptive for agents and brokers. Because enrollment consultations often last longer than […]

ACA Enrollment Rule Changes: CMS Crackdown Sparks Lawsuits

ACA at a Crossroads: CMS Cracks Down on Enrollment, Brokers Brace for Impact If you’ve been feeling like the world of ACA coverage is shifting rapidly—and with high stakes—you’re not alone. CMS is zeroing in on improper and duplicate enrollments, and the ripple effects are poised to land squarely in your lap, whether you’re a […]

September 2025 Restricted Do Not Call Dates

September 2025 Restricted Calling Dates – Compliance Alert If your team handles outbound calls or text marketing, staying compliant with holiday calling restrictions is essential. DNC has just released the 2025 September Restricted Do Not Call Dates, and understanding them now can prevent major compliance headaches later. Key U.S. Restricted Date September 1, 2025 – […]

Call Center Block List DNC

Why Understanding the Difference is Key for Your Call Center In the fast-paced world of insurance call centers, efficiency is key – but so is playing by the rules. Two crucial tools often confused are the Block List and the Internal Do Not Call (DNC) List. Understanding their differences and managing them effectively isn’t just […]