The participating agent cannot ask an uncertified agent, even within the same agency, to take a referral. Providing the agent further referrals is contingent upon timely follow-up by the agent on referrals given. The purpose of the follow-up is to verify a level of customer service and to track those prospective members who do not purchase health insurance coverage. Agent has been in contact with prospective member prior to reservation card submission. In this case, the referral rotation system does not apply but the agent does receive advisories which must be followed up as necessary.
Agents have reservation cards and have prospective individuals.
The agents will obtain a written consent from the prospective member so that the TPA can copy the agent on all correspondence to the prospective member. The agent keeps the consent form on file. When the prospective member fills out the reservation card, the agent fills in their insurance agent license number in the space provided so that the TPA can copy the agent on all activity. If the prospective member wants or needs help filling out the application for subsidy, the agent should assist them. The agents' advisory copy is a cue for the agent to follow-up with the prospective member.