CallSniper / Blog
The CallSniper blog.
Scorecard templates, metric formulas, platform recording guides, and the consent rules that decide what a QA program has to cover. Every legal claim here cites the section it came from.
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ComplianceTPMO Disclaimer 2026: Wording and TimingThe TPMO disclaimer wording at 42 CFR 422.2267(e)(41), the timing rule that replaced the first minute standard, and how to prove it was said on every call.IndustryTPMO Meaning: Who CMS Rules Actually CoverA TPMO is defined at 42 CFR 422.2260 by compensation and function. Run your own arrangement against the three part test.TemplatesCall Center QA Scorecard Template: Free CSVA free call center QA scorecard template with 17 weighted criteria, five auto fail items, and a 100 point total. Copy the table or download the CSV.ComplianceCall Recording Disclosure Script: 5 VersionsFive call recording disclosure scripts you can paste into a greeting today, with the placement rules and what changes on a call that crosses state lines.TemplatesMedicare Sales Call Scorecard: TPMO TemplateA 100 point Medicare sales call scorecard with the TPMO disclaimer, Scope of Appointment, and benefit accuracy scored as critical fails. Free ungated CSV.IndustryMedicare Scope of Appointment Rules: 2026The 48 hour Scope of Appointment wait ends October 1, 2026. What 42 CFR 422.2264 still requires, what the form captures, and where scope drift shows up.ComparisonsProposed additions to /compare/callsniper-vs-voxjarComparisonsWhat Is Call Center QA: Definition and ScopeCall center QA explained: what a QA program reviews, how scores are calculated, how many calls to sample, and where automated scoring fits.TemplatesAnswering Service Scorecard: Free TemplateA scorecard built for telephone answering services: client greeting, caller capture, urgency triage, and message accuracy, scored to 100 points.ComplianceCall Recording Retention: Rules by IndustryHow long to keep call recordings, with the period and the citation for CMS, HIPAA, the FTC telemarketing rule, PCI DSS, and your client contracts.IndustryCMS Call Recording Requirements: 2026 UpdateWhat CMS requires TPMOs to record, how long recordings are kept under the CY2027 rule effective October 1 2026, and what changed for disclaimers and SOA.IndustryMedicare Advantage Marketing Rules: CY2027What the CMS Medicare Advantage marketing rules cover, what changed on October 1 2026 for contract year 2027, and which of them a call recording can settle.
Bring one of these to a call review.
Bring a few recordings and the standards your team works to, and we’ll plan the review with you.