Maybe I'm a nice guy but I'm still holding out hope for renewal commission on SEP biz. That being said, I'm trying to be as efficient as possible with ACA clients. I usually get a clients email when taking on the phone or send this email template to a new referral. Feel free to use it or critique. This template allow me to have all pertinent info prior to talking and results in an app on first point of contact more consistently.
In order to find the best possible coverage for you and your family, it is important to know a little about your situation.* Please fill out the following information and email it to*[email protected]* I will do my best to respond in a timely fashion. *
Full Name of all applicants:
How did you hear about our agency: *
Birthday of all applicants:
Full mailing address:
Do you have health insurance now?* If so, what are the details (premium, deductible, who offers it)
What doctors and prescriptions are you using?* Please provide the full names and correct spellings. *
What do you expect your household modified adjusted gross income to be for 2017?* This is used to determine if you get help paying your premium.* Please try to get a figure on paper.* It doesn't have to be exact).*
Please provide a description of your situation.* For example, you could say that you are losing your COBRA coverage March 1st, 2015 or your spouse is losing their coverage from your employer.* The more info the better!
The Affordable Care Act is a new law that is constantly changing.* Open enrollment begins November 1st 2016 and lasts until 1/31/2017* With the information you provide, I will find the right company for you at the lowest possible cost.* You can window shop and enroll on your own with the following link: *https://www.healthsherpa.com/?_agent_id=2944
Thanks
In order to find the best possible coverage for you and your family, it is important to know a little about your situation.* Please fill out the following information and email it to*[email protected]* I will do my best to respond in a timely fashion. *
Full Name of all applicants:
How did you hear about our agency: *
Birthday of all applicants:
Full mailing address:
Do you have health insurance now?* If so, what are the details (premium, deductible, who offers it)
What doctors and prescriptions are you using?* Please provide the full names and correct spellings. *
What do you expect your household modified adjusted gross income to be for 2017?* This is used to determine if you get help paying your premium.* Please try to get a figure on paper.* It doesn't have to be exact).*
Please provide a description of your situation.* For example, you could say that you are losing your COBRA coverage March 1st, 2015 or your spouse is losing their coverage from your employer.* The more info the better!
The Affordable Care Act is a new law that is constantly changing.* Open enrollment begins November 1st 2016 and lasts until 1/31/2017* With the information you provide, I will find the right company for you at the lowest possible cost.* You can window shop and enroll on your own with the following link: *https://www.healthsherpa.com/?_agent_id=2944
Thanks