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Every delivered Ready-to-Enroll request includes a downloadable PDF record containing the documentation available for that request.
he licensed partner may download the PDF and retain it in the partner’s own secure recordkeeping system. The partner is responsible for retention required by its plans, carriers, FMO or IMO, contracts, and applicable law.
Portal access and routine retrieval remain available only under the applicable active service plan and account status. Ending hosted access does not alter copies already downloaded by the client
NexaEnroll retains records according to its legal and contractual role and any applicable audit, investigation, preservation, or legal-hold requirement. A payment lapse may end routine hosted access, but it does not override a retention duty that continues to apply to NexaEnroll.
NexaEnroll request generation is digital and does not use qualification calls or live transfers. If a licensed partner later conducts a Medicare marketing or sales call, the partner is responsible for the call’s required disclosures, recording, storage format, and retention period.
