Wow, you guys have to check out this video from Luis Moreno and on ACA compliance! 🤯 They really break down the PAIN of not having a compliant system for capturing consent forms.
Key takeaways:
🔑 CMS and carriers are CRACKING DOWN on non-compliant agents - you can get SUSPENDED or TERMINATED if you're not doing things right!
🤯 In this example, an agent lost $50,000+ in recurring revenue because they didn't have a consent form signed (they handled the client in another CRM)
📝 You NEED to have a way to get SIGNED CONSENT and CONFIRM all application changes with your clients.
👍 Agent CRM makes this SUPER EASY with features like recorded calls, e-signatures, and automated email/SMS workflows.
This is a MUST-WATCH if you sell ACA.
Shout out to Luis and Will for the awesome demo - you guys are making compliance a breeze! 👏👏👏