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Agent Compliance Guide - Checklist

Posted by www.psmbrokerage.com Admin on Mon, Oct 19, 2020 @ 12:52 PM


Agent Compliance Guide - Checklist


We all need help remembering tasks that need to be completed throughout the week.

Especially when it comes to the amount of documentation and compliance issues an insurance agent needs to deal with.

So we’ve put together a detailed 10 page checklist with interactive check boxes to help remind you of all the things that are required to remain compliant before, during, and after a sale.

Use the PDF digitally or print it out as a reminder of all the things you need to be aware of.

The check list includes reminders for things such as :

  • Completing a Scope of Appointment
  • Licensing
  • Meeting with a client
  • Making a compliant presentation
  • Communicating with a client after the sale
  • Avoiding and dealing with canceled applications
  • Avoiding and dealing with Rapid Disenrollment’s
  • Dealing with complaints
  • And much, much more..


Below you can see an example of the 10 page checklist.


agent compliance 1


Download the complete 10 page interactive PDF checklist


Tags: Medicare Advantage, Medicare Part D, Compliance

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