Permission to Contact Form

[RABBI]

Can anyone explain this how this form works?

If I am explaining how a medigap plan works to a potential client and they want to know what else is out there, how do I go about proceeding?

What about calling people back I spoke to in June that wanted a MA plan?

 

[policy doctor]

My understanding this applies when you do group seminars and someone wants to talk more with you on an individual basis. So they sign this PTC and you call them later or set up apt with a SOA.

This is so stupid.....I can't write anymore.l

 

[WCMason]

My understanding this applies when you do group seminars and someone wants to talk more with you on an individual basis. So they sign this PTC and you call them later or set up apt with a SOA. This is so stupid.....I can't write anymore.l

PTC "forms" do not require anyone's signature. They are simply the documentation the agent must keep in the file showing that permission to contact was asked for and granted. This documentation may be in a CRM system or on a spreadsheet or notes on a BRC card, for example.

 

[RABBI]

Ok I thought it required a signature. Thanks WCMason!

 

[bluediamond]

My understanding this applies when you do group seminars and someone wants to talk more with you on an individual basis. So they sign this PTC and you call them later or set up apt with a SOA.

This is so stupid.....I can't write anymore.l

After the seminar you can write them immediately and have them sign a scope at that time.

 

[bpenn9]

After the seminar you can write them immediately and have them sign a scope at that time.

A scope at a seminar? Why?

Formal and informal marketing/sales events do not require documentation of beneficiary agreement on a
Scope of Appointment form. Do not request or obtain one (MMG, Section 70.9.3). CMS views this as
pressuring for personal contact information.
A beneficiary may complete a Scope of Appointment at a marketing/sales event for a future appointment.

 

[policy doctor]

Well here is one from AETNA. Looks like a signature to me.

https://www.aetna.com/producer/Medi...0&spJobID=382350860&spReportId=MzgyMzUwODYwS0

 

[WCMason]

Well here is one from AETNA. Looks like a signature to me. https://www.aetna.com/producer/Medicare/documents/mktg_and_enrollment_materials/permission_to_contact_form.pdf?spMailingID=9564023&spUserID=MTI1OTAyMDA1MDgzS0&spJobID=382350860&spReportId=MzgyMzUwODYwS0

Sure does look like a signature line. I've seen Aetna's form. I don't use it. PTC is required after a phone call, not just a meeting. A beneficiary signature is not required to be compliant with PTC requirements, regardless of what any particular carrier puts on their form, not to mention impractical when wrapping up a phone call and asking permission to contact them again.

 

[policy doctor]

WC...I understand a PTC is valid for like 3 months once they give permission. After that the clock stops ticking unless you get another PTC. So I guess you need a signed form if they keep delaying app't or won't commit to one.

 

[bluediamond]

A scope at a seminar? Why?

Formal and informal marketing/sales events do not require documentation of beneficiary agreement on a
Scope of Appointment form. Do not request or obtain one (MMG, Section 70.9.3). CMS views this as
pressuring for personal contact information.
A beneficiary may complete a Scope of Appointment at a marketing/sales event for a future appointment.

You need a scope if one of the attendee's says to you I want to sign up, don't know about your carrier, but if I write one at the end of the seminar (which you are allowed to do) my carrier require's it accompany the application.

Every scope I have seen does need a signature.

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I guess the consent form and SOA you all are discussing are two different forms?