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Does anyone do out of state (resident) MA sales over the phone or web?
Out of State MA Sales
- Thread starter rugerred
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BKerr
New Member
- 3
Yes I do 99% of all of my MA, Supplements, and FE telephonically
- Thread starter
- #3
- 728
Depends on client Depends on Carrier
I've done Fax, Emailed PDF
Some carriers have where client signs on website and signs
The preferable obviously is the fastest
If I mail to client I have them fax it back to me (everyone has a local place they can fax from)
Remember you sigs dates are the received dates and you need to turn into carrier 24 hours after received
BKerr
New Member
- 3
No It's 100% telephonic. Voice signatures or e-sigs. No faxing of apps
- Thread starter
- #6
- 728
Thanks it's starting to be throwing money away now and I need to look at it further.
Sent from my Samsung Galaxy
Sent from my Samsung Galaxy
Depends on the carrier and it depends on the client
Not every carrier allows esigniture or voice, And not ever client can handle it
Perfect example would be empire/anthem on esig so many get caught up on the setting of passwords and the Voice vault talk about grueling
Its easier to email apps they either scan or fax back sigg pages and done
- Thread starter
- #9
- 728
I think that would be the lesser of 2 evils. I still have to figure what carriers I need where. I might have to wait until after oep to play with this.
Sent from my Samsung Galaxy
BKerr
New Member
- 3
Once the voice vault is set up it's easy to enroll MA's or supps with them. It's not as easy as other carriers but I'll take it.
