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Why not just do it while you're there?
All your pens were out of ink when you tried to do the scope?
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Why not just do it while you're there?
Why not just do it while you're there?
Better safe than sorry with the Gestapo . .
Caveat, not an agent. The following may, or may not, be true and reliable information.
Agents considering this should discuss it with their imo/fmo.
My takeaway from reading here is that the 48 hour rule is gone and that agents are now interpreting "before the appointment" to simply mean before a discussion with the prospect.
I think I have seen posts here indicating that a number of agents are just getting the SOA signed for PDP's on a same day visit, just getting the signatures prior to any discussion of plan details.
G-52 talks about leaving openings for another agent in the home of "your" customer.
IMO, if I was an agent, and if I was AHIP certified, and a conversation with my IMO and a re=review of posts here led me to believe immediately getting an SOA and doing a PDP presentation was legal, I would do it.
With all the confusion and uncertainties of starting Medicare, leaving aprospect with a gap of no drug plan would be to leave a huge hole that another agent could exploit easily if they happened along before you get back.
OLE...OLA...Tom, WTF is an OLA?CMS may have changed the rules a bit - but the Big 3 Carriers, still want the 2 day comeback / call on any compliant issues.
This may not be for all IMO's - but, at OLA, we teach the comeback later approach . . .
Olahoma?????OLE...OLA...Tom, WTF is an OLA?
OLE...OLA...Tom, WTF is an OLA?
OLA = One Life America. The sexy, new way to sell Final Expense & Medicare!
Wasn't that a musical with Mrs. Partridge in it?Olahoma?????
I think so!!!!!!!’Wasn't that a musical with Mrs. Partridge in it?