standingtall
New Member
- 9
I would like to know what the process is for getting medical records.
After a client signs up for a life insurance policy, as an agent I would like to personally get the medical records from the doctor by going to the office or whatever the fastest method is.
What do I need to do this? Can I just provide the HIPAA form and pay whatever fees there are?
It seems like getting these records is a process that takes a few weeks and no underwriting can really be done without it.
After a client signs up for a life insurance policy, as an agent I would like to personally get the medical records from the doctor by going to the office or whatever the fastest method is.
What do I need to do this? Can I just provide the HIPAA form and pay whatever fees there are?
It seems like getting these records is a process that takes a few weeks and no underwriting can really be done without it.