- Please review the following tips for selling virtually this AEP:
· Send members the quote so they can complete the entire application.
· Complete the application on behalf of your clients and email them the application to sign and submit.
· Purchase a screen-sharing service, such as Zoom. You can then screen-share while completing the application on a member’s behalf. Once you arrive at the signature page, the member must request access to your screen to sign and submit the application. |