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| Warning |
|---|
Do Not: Ask if the customer would like to enroll via email. |
| Tip |
|---|
Do : Tell the customer “I will now send you an email. This will include the plan benefits so you can review. It will also have a few quick items to complete. It’s easy and I’ll be here to help you through it. Just remember to use [enrollment reason] for the enrollment reason. Ok it is sent, hit refresh every few seconds and it should be coming to your inbox shortly.”State the following: “We can get the application submitted one of two ways. The easiest and fastest way is by email. What will happen next is I will send a link to your email address and make sure you can open it. What is your email address?” (If the agent doesn’t already have it) (and send the email) “Let me know when you get the email.” “As we’ve been talking, I’ve been entering in most of the information needed so the majority is filled out for you. You’ll verify everything is correct and then submit your application. Let’s walk through each section together in case you get stuck or need help.” (Please make sure the shopper includes their PCP. It is required.) |
Agents are much more successful initiating the PPE process when they simply tell the participant this is the process rather than giving more than one option.
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