Sales Appointment Basics
Learning to Sell | Lesson 8

Taking the Application

Finding the right fit for your client is likely the biggest hurdle in the process, but your work isn’t done just yet.

You still need to submit the application to secure coverage for your client.

There are a few different methods for collecting applications, but for the sake of example, we can classify them as either paper or electronic applications, and then go from there.

Let’s start with paper apps as these are pretty straightforward.

With the paper application your client will complete a physical application that you as the agent will be able to send to the carrier.

Paper applications can be sent to the carrier in a few ways like fax, secure email, or mail.

You’ll want to make sure you’re aware of carrier submission methods and any additional requirements, like if the Scope of Appointment needs to be submitted with the app.

Next, let’s look at electronic applications.

These can include enrollments completed on a website, a phone or tablet app, or even a telephonic application for certain carriers.

Now, when it comes to electronic applications, each carrier will have its own tools and processes.

We’d recommend you work with Ritter’s sales team to get specifics on the different options for your carriers.

You can also check the carrier pages on our Ritter Docs site for the company you are submitting an application for.

You should also consider Shop & Enroll!

The Shop & Enroll platform offers online enrollment for over 30 carriers between Medicare Advantage and Part D plans — and can be a great way to simplify your sales process.

Regardless of how you complete the app, a few items stay the same.

First, you should be available to help your client with any questions they have about the application, such as clarifying any questions on the app.

Second, only the client or their authorized representative should be signing the application on behalf of the client.

Under no circumstances should you as the agent sign the application for the client — no matter what enrollment method you are using!

Once that application is submitted, you can work with us here at Ritter as well as the carrier to track the application and enrollment status for your client.

Of course, once they’re enrolled in a plan, there are some follow-up steps you’ll want to take, but we’ll cover follow ups and retention in a separate module!

Watch the Next Lesson