By John Hockaday and Jeff Sams Back in the day, selling insurance wasn’t all about product knowledge..Read more »
RNA point-of-sale interviewing process just got easier
You asked ... We listened! Based on feedback from our agents, Royal Neighbors of America has added flexibility to the process of verifying client medications during the phone interview for simplified issue final expense products. It is now acceptable for agents to provide the list of client medications during their portion of the interview at the beginning of the call or for the client to provide the list later in the interview.
Additionally, in response to the ever-changing pharmaceutical industry, it is our practice to periodically review the list of medications. The updated list of prescriptions will be effective on Thursday, February 16.
Updated materials will be available to order on our agent website on February 16. If you have any questions, please call Sales Support at (800) 770-4561, option 1.