- 11,995
In light of HR6331 a.k.a. MIPPA, how are agents storing Scope of Appointment forms? Are most of the carriers doing this? Filing cabinets? Hoping they don't get audited?
Looking forward to the feedback!
Looking forward to the feedback!
Scope of Appointment Storage, How Are Agents Doing It?
- Thread starter Josh
- Start date
When required, I send a copy along with the application that I fax, and keep the original, along with a copy of the app in a file cabinet.
- 307
Stapling it to the application, and filing it.
If it doesn't result in a sale, keep them in a file folder (a SMALL file folder for the small number that did not buy).
One agent said she was going to throw them away after she saw the policy was issued. I told her maybe she might ought to not do that.
If it doesn't result in a sale, keep them in a file folder (a SMALL file folder for the small number that did not buy).
One agent said she was going to throw them away after she saw the policy was issued. I told her maybe she might ought to not do that.
I think that is good advice, Joe. I agree.
- 18,988
I'm keeping them in the person's file. Of course, the privacy act says you are to destroy personal information after 90 days. CMS says you are to keep it for 10 years.
What's an agent to do?
What's an agent to do?
- 618
I make two copies, one to crap on and one to wipe with.
- Thread starter
- #8
- 11,995
The plans are supposed to audit agents and they're supposed to be readily available. I'm having my agents submit them with the app so the plan is responsible for them. I'm also developing software to, among other things, store the form and attach it to the lead.
- 15,319
My dog ate them.
Rick
Rick
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