What if the consumer does not have access to the internet? Scope of Appointment and Enrollment forms can be sent via mail for signature. In the event that using mail does not meet the desired effective date, agents may use the following process for consumers without internet access:
1. Following your needs analysis conversation, direct the consumer to call 855-572-3837. Inform your consumer that the representative will repeat some of the questions in order to meet all compliance requirements.
2. Email firstname.lastname@example.org to indicate your consumer was unable to electronically sign documents and completed the application telephonically instead. Include name of prospect, date of presentation/referral to telesales, agent name, and writing ID. This will help ensure your commission payment and Agent of Record status.