Telephonic Applications

[AnthonyCL]

Greetings,

Has anyone with veteran experience here ever enrolled seniors via a telephonic/online application -- for example through UHC's online i-Enroll?

I am a broker at a major company, where we handle thousands of enrollments per year, and the company policy is that the potential enrollee must receive the pre-enrollment kit (Summary of Benefits, Application, Cover Letter, and if a Medigap, it must include the official CMS Buyer's Guide)? Is this an actual legal requirement under CMS? Or perhaps the various insurance carriers? Because from what I understand, one of our competitors never actually sends this material out and their brokers enroll their people in a single phone call.

Would appreciate any information or place to get resources on the subject.

Thanks.

 

[brwirt]

I do telephonic enrollments all day. As long as the client agrees and/or attests to the Statement of Understanding you are ok and not in violation of CMS rules and regulations.

 

[insurance0707]

what are you writing brwirt? Med supps or Med Advantage or both?