Insurance Agent Forum

[Lepalms]

Is it legal,

To educate a beneficiary over the telephone on Medicare Advantage (client calls you)

You, email them an application that they complete and sign

Then, they fax you the completed and signed app.

Is this process legal and within CMS guidelines?

Just wondering?

[GreenSky]

Yes

[retread]

Originally Posted by Lepalms

Is it legal,

To educate a beneficiary over the telephone on Medicare Advantage (client calls you)

You, email them an application that they complete and sign

Then, they fax you the completed and signed app.

Is this process legal and within CMS guidelines?

Just wondering?

And yes to the title you gave this thread. However, it depends on the carrier... if they have it set up, you can use it. Some carriers do not want agents doing telephone aps, but most do. Some demand face to face when doing online enrollments, others don't. Some demand face to face period. Read the company policy for the carrier you are contracted with.

Please refrain from posting the same question twice in the forum. Also, this subject is best suited for the Senior forum.