Oct 4, 2024 #1 P Pancur Super Genius 100+ Post Club 166 IL Should I record calls to simply set appointments in my office with my current MAPD clients to discuss their policy renewal?
Should I record calls to simply set appointments in my office with my current MAPD clients to discuss their policy renewal?
Oct 4, 2024 #2 M MedicareWAA Guru 496 Pancur said: Should I record calls to simply set appointments in my office with my current MAPD clients to discuss their policy renewal? Click to expand... Just call them walk ins and get the scope signed before you start the presentation. Some carriers will say the call isn't administrative when you're setting an appointment. This is a low risk thing and I wouldn't overthink it.
Pancur said: Should I record calls to simply set appointments in my office with my current MAPD clients to discuss their policy renewal? Click to expand... Just call them walk ins and get the scope signed before you start the presentation. Some carriers will say the call isn't administrative when you're setting an appointment. This is a low risk thing and I wouldn't overthink it.
