What is the process after a case has “sold”?
A. Once applications have been requested, an application package will be emailed to you. This package will contain a short list of items needed for contract issuance. New case requirements include: executed application, first months premium, Plan Document & any amendments, enrollment report, agent’s license & carrier appointment form, as well as any unaddressed quote qualifications. Contracts will be issued upon receipt and review of all items listed in the application package. Two copies of the contract are provided plus additional copies at your request.
