Helping Talented Agents Close More Sales


Carrier Updates

The Appointment Summary Worksheet is for your protection to prove the plan the prospect enrolled in and to remind the member as well.

A few things to remember:

  •  Use this form to protect yourself when you leave appointments
  • It's a leave behind piece that summarizes the plant hey enrolled in
  • Take a photo of the form with your camera and keep it filed in the event you need to address a member complaint

Click here to view the Appointment Summary Worksheet.