Face to Face Plan Changes

[axeman462]

I've been virtual for almost 15 years now. Everything. Life, health, even PRD.

I work from home mostly but sometimes from my boat or golf cart.

As for golf, I always shoot in the low to mid 70's.

If it gets hotter or colder than that, I just come back home.

what is PRD?

 

[rmhaire]

what is PRD?

Payroll Deduction

 

[bill3173]

Easier said than done. I spent a long time trying to get one lady to click a check box and hit submit for a SOA. Eventually, I gave up. The ones that struggle with technology really struggle.

The difference in people's adaptability is mind blowing. I had a couple (85 and 87), that signed their med supp apps with no problem last week. It was actually kind of shocking how quickly they did it.

Next, I'm on the phone with a 63 year old lady that absolutely could not figure out how to get from A to B, no matter how specific I was about where she needed to point and click. We had to wait for her daughter to do it later in the day.

 

[vic120]

As far as Scope I use Radius bob easiest scope there is, can be done by text

as far as app

I have clients I send app for signature's, I send it out filled out, only requesting back the sig pages

I put sign here stickers where to sign

return envelope postage already on return envelope