Knowledge Base

Instant Meeting - Dispositions

1. Sold: A single plan written, whether original lead OR you only sold their spouse, neighbor, friend, etc.
2. Sold and Referral: Multiple plans written, Ex: original lead AND a sibling, spouse, neighbor or friend, etc. was also sold.
3. Not Sold: Consumer was presented necessary plans in their area and did not switch/change plans.
4. Not Eligible: Agent determines that the consumer is not currently enrolled in Medicare Parts A&B.
5. Follow up: Waiting for approval on plan change, customer needs to think about It, or specifically requests to meet in person.
6. Tech issue: Experienced technical challenges, for example: you were unable to hear the consumer.