Envision sales by phone?

Limozine

Super Genius
115
Is it possible to (compliantly) sell the EnvisionRxPlus PDP by phone? The broker support brochure is confusing. Item #1 says the broker must have met with the client in person or talked to them over the phone about their Prescription Drug Plan..."

But the first and second bullet points indicate that a paper SOA is required, and that a paper app is required unless you are meeting with them face to face. In other words, it would seem that a face to face meeting is required in order to complete an electronic app.
 
Just get a scope then have them self-enroll directly on envision’s website and enter your broker code. Easy... takes fewer than 10 minutes (most of the time),
 
I’ve never sent them a scope. Just keep in your files. Even if you get a paper app you just data enter it in on the broker portal and save the app/scope. Submitting it is not necessary.
 
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