Telephone presentation: Ensure a compliant ‘consent to contact’ has been received from your prospect
Explain the process to your customer in advance of the call
•Introduce yourself and your customer to the enrollment specialist
• Provide customer name, customer MBI, plan selection, broker writing number and any other information requested by the enrollment specialist
• Once you provide all necessary information, the enrollment specialist will give the customer a call back number and will advise the customer to call back in order to complete the enrollment
•The enrollment process begins and you remain Agent of Record (AOR)
Specializing in Medicare and Senior Products
Long Term Care, Annuities, & Life Insurance
Golden Years Design Benefits Inc.
55 Schanck Road Suite A-14