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You can view the updated Rules of Engagement by logging in to Producers' University and searching in the Resource Center. Once logged in, you can also click on this link to access the document.
The updates are outlined below.
Recruitment & Onboarding
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Page 14: Added new language for selling principals and Agents of Record (AOR) for LOA Agency regarding compensation eligibility.
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Page 15: Added Prescription Drug Plan (PDP) pre-appointment states.
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Page 16: Updated dates for hierarchy changes to a new Topline.
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Page 17: Updated language for Topline releases and updated timing for upgrading to a higher contract level.
Call Center Guidelines
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Page 37: Added new Call Center language.
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Page 39: Added language regarding OEC file submission.
Compensation Rules
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Page 61: Added new PDP Initial Year Agent Commission Examples chart.
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Page 63: Updated fee amounts for Administrative functions and updated schedule for administrative fees.
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Page 65 & 66: Updated AOR language for stand-alone PDP plans.
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Page 67: Added renewal compensation language for stand-alone PDP plans.
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Page 71: Added statement mailing timeframe for stand-alone PDP business.
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Page 75 & 77: Added language regarding book of business (BOB) transfer/sale for stand-alone PDP business.
Resources
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Page 84: Updated CARL hours for AEP.
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