Philip Russell
Expert
- 84
So if we’re speaking technically, the leads you’re buying are important. For example, If you’re purchasing leads that opted for more information. And you’re churning through that, We’re both saying “cold calling” however, again, technically, you’re calling individuals that requested to be contacted. Nover the less the same compliance rules apply. Now with individuals turning 65, a client comes to find a supplement is too expensive for them, they call you back in 3 months to find out if there’s other plans better suited. I’d say you were okay. But that’s me. Main thing. Do what’s best for the clients and youll be fine.It’s pretty plain and simple. Printed right here on section 40.3 on the Medicare communications and Marketing guidelines
“Plans/Part D sponsors, and their agents/brokers, may not conduct telephonic activities that include, but are not limited to, the following:
Unsolicited calls about other business as a means of generating leads for Medicare plans (e.g., bait and switch strategies);”
“Plans/Part D sponsors and their agents/brokers may not make unsolicited telephone calls to prospective enrollees.”
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