Agent Of Record Question

[Brian Sarkisian]

Had an individual call on the phone today and it sounds like he is having an issue (premium wise) with a Market Place plan.

He did the enrollment on his own, but is now looking for help.

There is no SEP involved and no plan change.

If I were will to give him a hand, could we request that I become the agent for this policy, do what needs to be done, and get
paid for my efforts.

 

[Yagents]

Had an individual call on the phone today and it sounds like he is having an issue (premium wise) with a Market Place plan.

He did the enrollment on his own, but is now looking for help.

There is no SEP involved and no plan change.

If I were will to give him a hand, could we request that I become the agent for this policy, do what needs to be done, and get
paid for my efforts.

Yes you can by re-doing the application again, keep everything the same, add NPN, change income if needed, pick same plan. It will show in book of biz for next month

 

[vic120]

make sure you can document consent and be prepared to have previous agent turn it back to them