Unfortunately, you cannot remain on the phone as the AmeriLife Direct Agent is speaking with your client. In fact, the Centers for Medicare and Medicaid Services (CMS) doesn’t allow for the referring agent to be present in the same room/office or on the phone.
However, rest assure, our only goal is to satisfy you and your clients Medicare needs. Here at AmeriLife Direct we make a pledge to all contacted agents ensuring no cross selling and clearing stating out responsibility to you and your client.
Check Out: Medicare Sales Referral Program Agents Guide.
Read: How Can I Be Sure the AmeriLife Direct Selling Agent Will Not Cross Sell Other Products to My client?
Note: For agent use only. Terms and conditions may apply. Not all products may be available in your state. Not affiliated with the U.S. government or federal Medicare program.
