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.
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.