The Sales Appointment Confirmation Form

[midwestbroker]

The reply card was for specific marketing material that Today's Options has. Personally, if that is the case, I would still do a scope of appointment form just to CYA.

 

[scottfree]

Wellcare said today that ya don't need the stink'en form for existing clients. They will provide a generic stink'en form "SAC" soon. But, I agree with Bob, it does cover some ills. So, bring it along and file it with the rest of your application.

Isn't SAC a NORAD term ? Guess we are going back to the cold war days.

Anthem said also that you don't need a SAC form with existing clients.

I am going to have to have a cheat sheet of what all the companies require. What a frickin joke:bump:

 

[MedSuppPro]

Anthem said also that you don't need a SAC form with existing clients.

CORRECTION: It was WellPoint (Anthem) and not WellCare.

Ya, they both sound about the same!

 

[retread]

Don't know where you read it but it's wrong, you must get a scope of appointment letter signed and in your hands before the appt. You may call the reply cards to set the appt, but you still have to mail, email or fax the letter before you do so.
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That's why I love wellcare because they never have known what's going on. Yes you do need the scope of appt letter signed for existing clients. It's very easy to replace a wellcare ma also.

I don't know where you are getting your information, but you are wrong. You may correctly say that the SAC is required for these situations you report FOR YOUR COMPANY. But not all companies have made this restriction.

Midwest broker is correct. An approved (compliant) lead card suffices for a scope of appointment. Not all lead cards are compliant.
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MODERATORS.... Take note!!! I just made a post that the forum placed into another person's post.

I note that this has happened to another member just recently.... please have Val look into this.

 

[retread]

I don't see what you mean. Which post went into whose post?

Well.... I saw it earlier... maybe it corrected itself. Maybe I just need a little more sleep!!

 

[mcday]

Here's a transcript of the response I rec'd when I requested a timeline from Humana for using the SAC form:

ME: Can we meet with the beneficiary immediately following return receipt of the form?

HUMANA: They [CMS] have not set a time frame, however the intent of the law is to have a time frame in between the time the form is signed and the time of the appointment. We are using 48 hours for now.

 

[thereaper]

I don't know where you are getting your information, but you are wrong. You may correctly say that the SAC is required for these situations you report FOR YOUR COMPANY. But not all companies have made this restriction.

Midwest broker is correct. An approved (compliant) lead card suffices for a scope of appointment. Not all lead cards are compliant.
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MODERATORS.... Take note!!! I just made a post that the forum placed into another person's post.

I note that this has happened to another member just recently.... please have Val look into this.

You know every company is interpting the call letter different, I really don't care anymore, I will do what my co. has told me. I read the call letter and to me I need a scope of appt even for my current clients, and although I'm not an attorney I did stay at a Holiday Inn Express last night.