Telephonic enrollment tools
As you transition away to telephonic appointments, we’ve updated our electronic enrollment system/process to ensure you’re fully compliant when selling over the phone.
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- SOAs can now be completed within the online application through email (preferred) or over the phone via a 3-way call into our agent support line and the prospect.
- After receiving your submitted online application, we’ll call the prospect/POA to get a verbal enrollment attestation on a recorded line.
The full process:
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- In the online application, Broker creates profile for prospect, collects SOA (in-app through email or calls into Devoted Agent Support Line
- Broker selects plan and enters application information while on the phone with prospect – be sure to select if the enrollment is being conducted by phone
- Broker submits application and informs prospect that someone from Devoted will be reaching out within the next 2 business days to record verbal authorization of beneficiary’s intent to enroll with Devoted
Note: If authorization is not recorded prior to the effective date, the application will not be processed.
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