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Email Confirmation
Customer Email Confirmation:
When an agent submits an application, the customer will receive an automated email. Inform customers that they need to reply to this email to confirm their intent to proceed and finalize their healthcare application.We will only move forward with the customer's application once they confirm it.
Ensuring Accurate Email Addresses:
Make sure to get the correct spelling of the customer's email address to avoid delivery failures.
For Customers Without an Email:
Let the customer know that we will contact them that same day for verbal confirmation.
Alternatively, customers can call our agency line at 727-353-3367 to confirm their application.
Prohibition of Fake Information:
Agents must only submit an email address or phone number that belongs to the customer who is filling out the application.
Any agent found submitting false information will face penalties and fines.
These changes are necessary to ensure compliance and to protect our customers from unauthorized healthcare applications. It is super important to stress to your agents that a sale is never worth the consequences of lying to customers, violating ACA Campaign regulations, or submitting false information. Compliance is essential for our continued operations and success.