by AdminPremier | Sep 21, 2022 | Premier All
Are you following the guidelines when contacting prospective clients? Below are some examples of unsolicited contact which is prohibited: Door-to-Door Solicitation (Door Knocking) Telephonic or electronic (Cold-calling, texting, etc.) Calling a “referral” from a... 
by AdminPremier | Sep 15, 2022 | Premier All
Unqualified Sales can be costly, not only from a commission standpoint but from a contracting perspective as well. Not only do you forfeit commissions for an unqualified sale, they can also result in termination of your contract if you have too many. So please make... 
by AdminPremier | Aug 15, 2022 | Premier All
We figured it was time to address the elephant in the room…. Call Recording! Q: Do you have to record your calls with beneficiaries now? As of now, all guidance we are hearing is YES, you do have to record your calls. Now, there is some different interpretations on... 
by AdminPremier | May 24, 2022 | Premier All
Do you know the answers to the compliance related questions below? Q: According to CMS, what are the only methods agents can use to make unsolicited direct contact with potential clients? Agents may only make unsolicited direct contact with potential clients using the...