MCC has compiled many documents that will help you streamline your process for telephonic and online sales.

Confidential Needs Analysis Form

MCC’s Medicare Needs Analysis helps you get a holistic picture of your clients’ health and recommend insurance coverage accordingly. As your business likely will change over the coming weeks and months, this small tool will help you cover all necessary items with a client and may even help you in case of a complaint. Download this form and start using it today!

resource-pdf Needs Analysis Form – Print Version
Needs Analysis Form – Fillable PDF

Scope of Appointment

Stay compliant and make sure to obtain a Scope of Appointment before any sales presentation. If you’re not using a Telephonic or Electronic SOA, you can use this generic Scope of Appointment for all appointments. Remember: Scope of Appointments are valid for 6 months.

resource-pdf Scope of Appointment

Compliance When Working Remotely

Make sure you remain complaint when working remotely by downloading this compliance checklist and telesales guide with information directly from the Medicare Communications and Marketing Guidelines (MCMG).

resource-pdf Remote Compliance Checklist
Telesales Compliance Guide

Software to Assist Virtual Sales

One of the best ways to build and maintain trust with a new client or prospect is to include them in the shopping and enrollment process. Using screen sharing software allows you to accomplish this over the phone just like you are face-to-face. Some free and easy to use programs include and Zoom.

Keep in mind, when working virtually or remotely, you are still required to complete a full, compliant presentation before any Medicare sale. Facetime and Google platforms are NOT compliant with HIPAA guidelines. You should unplug any smart devices (i.e. Alexa, Echo Dot, Google, smart TVs, etc.) in the room in which you are working to avoid a data security breach.

With the recent security breaches reported by Zoom, we recommend you take the extra steps of adding a password and approving participant’s entry into your Zoom meetings. If you’d rather steer clear of Zoom, below is an article that talks about 10 alternative platforms to consider.

resource-pdf Tools for Reaching a Remote Audience
resource-link  Top 10 Zoom Alternatives for Video Conferencing 

More Resources for Working Remotely

Find more resources for running your business and staying productive here.