It has been brought to our attenion that Envision will be starting to audit applications and scopes for AEP.
This means that if you take a paper application then enter it online, Envision will be spot-checking to ensure that you are collecting and keeping the paper application for your records. You may be asked for the scope or for a copy of the application.
This will only apply to the enrollments where you select the "I am the Broker" option, which requires you to attest to taking a paper application (see screenshot below). If the agent is in the presence of the client, the client signs on their own behalf and a paper application is not required.
If you have questions, please feel free to contact our Producer Support Team at 866-568-9649 x813.