Carabella
New Member
Thanks for the clarification.PROPOSED
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Thanks for the clarification.PROPOSED
PROPOSED
PROPOSED
will you continue to have educational seminars if you can't collect a PTC or BRC?PROPOSED
Paper scope, not paper app.
I use Jotform w/ pdf fill for SOA and it would be super easy to make it agent dated... Not that I plan to...
Waiting 48 hours is dumber than dumb and a case could be made that it is restricting people's ability to obtain insurance.
They call me on 12/30. Need coverage 1/1. Sorry ma'am, I can't explain this to you today, nor can anyone else with a license due to 48hr rule, and you can't get coverage until February unless you self enroll with no guidance.
Good luck
will you continue to have educational seminars if you can't collect a PTC or BRC?
does this change apply to internal telesales agents?
Yes, this wouldn’t change anything at all in my business. I don’t collect PTC forms and I’ll still hand out an optional survey. Most people reach out to me to schedule an appt. The others go into a drip campaign.
So your telling me you solicit zero of the people that come to your educational seminars ? I thought you said you have a disclaimer on the rsvp and you call them ? So your saying they must call you ?If your doing a drip campaign and can complaintly get no info at the seminar how are you getting their email ? I’m just playing devil’s advocate showing how it’s impossible to be 100% compliant