Scope for telesales only

[PhxSunsFan]

what are agents doing when a scope has to be returned to the agent before we speak for MA? most , many, some , dont have email? and can they scan back a signed scope? unlikely. . what are you doing to capture a signed scope?

also.. which company is easiest to auto record our calls etc.. thanks

 

[goillini52]

what are agents doing when a scope has to be returned to the agent before we speak for MA? most , many, some , dont have email? and can they scan back a signed scope? unlikely. . what are you doing to capture a signed scope?

also.. which company is easiest to auto record our calls etc.. thanks

Do you have MedicareCenter? You can send and receive the SOA by text and enroll by text. You can't do anything until you get the SOA .

Did you take AHIP?

 

[Tscholar]

what are agents doing when a scope has to be returned to the agent before we speak for MA? most , many, some , dont have email? and can they scan back a signed scope? unlikely. . what are you doing to capture a signed scope?

also.. which company is easiest to auto record our calls etc.. thanks

If they don't text/email, you can get a verbal SOA:

According to CMS rules (Medicare Marketing Guidelines, Section 70.4.3)Written or verbal documentation of agreement from a beneficiary or appointed/authorized representative

The following requirements must be on the scope of appointment form or on the recorded call: • Product types to be discussed. • Date of appointment. • Beneficiary and agent contact information. • Statement stating, no obligation to enroll, current or future Medicare enrollment status will not be impacted, and automatic enrollment will not occur.

 

[PhxSunsFan]

yes ahip. verbal scope? what to say? assume recording that?

 

[goillini52]

yes ahip. verbal scope? what to say? assume recording that?

Yes, record the verbal ok.
What if they ok the SOA in sign language?

 

[PhxSunsFan]

any script for a verbal scope?? thanks

 

[goillini52]

any script for a verbal scope?? thanks

Do any of the carriers have scripts on their websites?

 

[Tscholar]

an SOA must include the following: Date of appointment Beneficiary contact information, such as name, address, and telephone number Written or verbal documentation of agreement from a beneficiary or

any script for a verbal scope?? thanks

No script, see my first post, quoted above. some of the carriers like Cigna, have a telescope number you can call; but for the others that don't have that, you can just include the info that CMS requires listed in my post. & yes, these calls needs to be recorded.

 

[Todd King]

No script, see my first post, quoted above. some of the carriers like Cigna, have a telescope number you can call; but for the others that don't have that, you can just include the info that CMS requires listed in my post. & yes, these calls needs to be recorded.

The telescope number, is that like a Zoom call?

 

[agentjhc]

any script for a verbal scope?? thanks

Just read the generic printed scope to them