The 48 hour rule wasn’t in effect in 2018 and UHC doesn’t require it for the MA plans, I don’t write their PDP plan so not sure about that.
Door Knocking "Cold" T65 List of Names
- Thread starter Agentguy5
- Start date
- 4,137
Sexy..Wasn't that a musical with Mrs. Partridge in it?
Sometimes people that do things like this are overcompensating and need attention.
- 29,487
I hope you were referring to Shirley Jones and not to me.
Travis, have you met Tom(myinsurebiz)? If not, you 2 have something in common?
- 4,137
I hope you were referring to Shirley Jones and not to me.
Travis, have you met Tom(myinsurebiz)? If not, you 2 have something in common?
No... We don't.
- 29,487
You both type in girly colors.
This is simply not true at all.
- 5,935
Just going by what we do. If it wasn't a compliant initial contact - then have to get the SOA and come back.
- 29,487
I'll say it again...why not just get it while you're there?
- 5,935
I'll say it again...why not just get it while you're there?
Within OLA - if the door knock got you in - then the PTC / SOA is best worked 48 hours later for a CMS regulated Part C or Part D..
CMS changed it up some - but, with the Big 3, we do it like above so there is absolutely no compliance issues.
Others may feel free to do it however they wish.
- 5,935
I'll say it again...why not just get it while you're there?
This conversation just now was with Brandon C, who runs OLA's medicare division:
Compliant Question: Hey B, when Door Knocking T65 for Med Sup. Client enrolls in Sup. Can you then on the spot enroll Client in Part D? 3:21 PM
Message by Brandon C:
PDP are governed by same rules as MAPD. Even though it is compliant to door knock Med Sup… You are not supposed to sell PDP in the same visit if door Knocking got you in. 3:26 PM
Message by You:
That's what I thought. Sell the Sup, get the PTC and SOA for the Part D and come back. Correct?, 3:27 PM
Message by Brandon C:
Correct. A sale for PDP from door Knocking would not be compliant. 3:31 PM
Message by You:
Right. Regardless of whether the client enrolled in a Med Sup. The "door knock" made the PDP sale non-compliant without the SOA and wait. Thanks B . . . 3:32 PM
Message by Brandon C:
Yes sir!, 3:33 PM
So - we at OLA do it a little different. Better safe than sorry . . .
Plus - you don't have to "go back" - just get the PTC / SOA while there and then enroll client into PDP over the phone / internet.
