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Lean is garbage, totally worthless for agents who sell over the phone. UHC needs to get with the times & have e-app like the other carriers. They haven't yet because they generate so much business from AARP partnership that they don't need field agents. I like many others on this forum sell in a lot of states so very rarely visit anyone's home, so LEAN is of no value, same with ASCEND with Aetna.With UHC you take MA/PD apps through the mobile LEAN app and capture signature as well as use the mousepad for sig capture on laptop.
UHC med supps can be done on the mobile LEAN app, too. If for any reason you have trouble, you can do the app on laptop, etc and then open it via mobile and capture signature. Not ideal but better than nothing in a pinch.
I hope you did not take my comment harshly. I was traveling yesterday stopped at a McDonalds that had no counter people, just kiosks. If people can use a kiosk at McDonalds they can handle an e-app. Some companies are resistant to technology, from an agent stand point, everyone should have very similar e-apps.I completely get it. I didn't mean to argue it's value. As I said, lot's of coffee today.
I agree that f2f is a bit much in this day and age with technology advances being what they are.
With UHC you take MA/PD apps through the mobile LEAN app and capture signature as well as use the mousepad for sig capture on laptop.
UHC med supps can be done on the mobile LEAN app, too. If for any reason you have trouble, you can do the app on laptop, etc and then open it via mobile and capture signature. Not ideal but better than nothing in a pinch.
But they still need to be with you to sign with the mouse, etc.
i.e., I can't be in my home office and they are 4 hours away and I let them know to just e-sign. The problem isn't so much the platform it's that there is no way to "remotely" sign the app - at least not that I know of.