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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.