Oct. 1 marked the start of the selling season, so hopefully you’ve done your plan comparisons, you’re contracted and certified and you’re contacting your existing clients to set up plan review appointments. But what can you do at the appointment prior to Oct. 15? Can you solicit an app?
Humana issued some useful guidance on this topic last week that we wanted to share.
What does “solicit” mean in insurance? According to Lawinfo.com: “Solicit means attempting to sell insurance or asking or urging a person to apply for a particular kind of insurance from a particular company.” In practical terms, here’s what I think it means relative to our business.
As an agent, you are permitted to do the following:
What agents CANNOT do, which would be considered solicitation is:
Hopefully this guidance will give you confidence on your appointments this week. If you have any questions, call one of our marketing consultants at 1-877-645-0147. Go to www.MAforAgents.com to run QuickQuotes in your area. Have a great selling season!