Am Cont Over the Phone?

[torri]

Can Am Cont be done over the phone? have a client that mail me the App. Can interview be done on three call?

 

[lsalmans]

Im not sure about mailing the app... I do know that Am Cont. will allow a 3 way interview, its always one of the things they ask when you call in. You could just mail the app and not disclose that you sent it through the mail. Get the app back from the client in front of you and do the 3 way interview. .

 

[jdeasy]

Can Am Cont be done over the phone? have a client that mail me the App. Can interview be done on three call?

Yes, it can be done. It's quite difficult but not prohibited. You still have to do the phone interview and the way they do it is you call in and tell them you are going to do the interview as a 3 way call. They then call the prospect and they are the ones that set up the 3 way call.

Only after that is completed do you fax in the application. I'll never do another one by personal choice.

 

[torri]

Yes, it can be done. It's quite difficult but not prohibited. You still have to do the phone interview and the way they do it is you call in and tell them you are going to do the interview as a 3 way call. They then call the prospect and they are the ones that set up the 3 way call.

Only after that is completed do you fax in the application. I'll never do another one by personal choice.[/q



Thanks! I was reviewing the app and it does not ask if client is present. Also hear they will soon have E app have you heard anything on this?

 

[Mattschmidt]

absolutely you can...I filled out an application over the phone with a client, then did a 3 way call for the PHI...She mailed back the signature pages and submitted it...Wasn't too bad of an ordeal

 

[torri]

absolutely you can...I filled out an application over the phone with a client, then did a 3 way call for the PHI...She mailed back the signature pages and submitted it...Wasn't too bad of an ordeal

Did they give you any problem with initials in the right top corner for every page on app.

 

[Mattschmidt]

Did they give you any problem with initials in the right top corner for every page on app.

They did not...I just had the client Initial them as well...I have done 3 apps. this way, and have not had any issues...