Clarify Telesales Plan Info
D
Delois D Jackson
Its the same as if you were meeting them in person. Theres a couple of carriers that require documents to be emailed but the voice signature is mostly done by a third party. Foresters is a long recordings to them. Most of mine are done through e-signatures. I have to cover the same things I do in house except the signature is captured differently. Each carrier is different. You just need to know your carriers requirements.