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- #11
Davidthebroker
New Member
- 11
Is there an official Spanish Version of this form?
Thank You.
Thank You.
Bad experience so far, Medicareagenttraining.com
- Thread starter Davidthebroker
- Start date
Indicating that the client approached you in a grocery store would be fine.
Almost all of my scopes say mail or client called agent.
Yes, you should be able to download it off most carrier agent websites
- 2,110
Medicare Pro lets you send SOAs in english or spanish.
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- #15
Davidthebroker
New Member
- 11
Thank You. Do you guys know how much the CSG Actuarial costs through your FMO, etc? Or do you not use CSG Actuarial?
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- #16
Davidthebroker
New Member
- 11
Is a 48hr wait time required for an inbound call from a prospect?
This is what wellcare told me back in the fall:
Scope of Appointments (SOAs) are now required to be completed at least 48 hours prior to the appointment, this includes the Voice Recorded Appointment (VRA).
There are only 2 exceptions:
(A) When a beneficiary requests an appointment within four days of the end of a valid election period, including the AEP, OEP, SEP, ICEP or the month, based on eligibility.
(B) When a beneficiary initiates an in-person meeting (i.e. tabletop event, office walk-in, formal seminars, etc.)
There are only 2 exceptions:
(A) When a beneficiary requests an appointment within four days of the end of a valid election period, including the AEP, OEP, SEP, ICEP or the month, based on eligibility.
(B) When a beneficiary initiates an in-person meeting (i.e. tabletop event, office walk-in, formal seminars, etc.)
if i'm not mistaken CSG is like search and save. I use S&S, its $50/mo
- 4,137
If you go through an Integrity FMO, it's usually free (I think that's the name of the company..)
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- #20
Davidthebroker
New Member
- 11
What is an FMO vs being an Independent Broker?
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