Closed S4E1 · Sergio Diaz and Justin Jacobs · the toolkit
The before-you-contract check
One client is a referral. A pattern is a reason. Fill this in before you sign.
Carrier 1: ______________________ · Date: ________
Why I want this contract (a pattern, my agency's leads, a doctor, or one client): ______________________________
Clients I've referred out for this carrier so far: ______________________________
Is there a fee to get appointed? Yes / No: ______________________________
Is this carrier selling in my market?: ______________________________
I read the whole agreement before signing: ______________________________
The release terms I'm agreeing to: ______________________________
Decision: contract now, or refer it out for now: ______________________________
Carrier 2: ______________________ · Date: ________
Why I want this contract (a pattern, my agency's leads, a doctor, or one client): ______________________________
Clients I've referred out for this carrier so far: ______________________________
Is there a fee to get appointed? Yes / No: ______________________________
Is this carrier selling in my market?: ______________________________
I read the whole agreement before signing: ______________________________
The release terms I'm agreeing to: ______________________________
Decision: contract now, or refer it out for now: ______________________________
Carrier 3: ______________________ · Date: ________
Why I want this contract (a pattern, my agency's leads, a doctor, or one client): ______________________________
Clients I've referred out for this carrier so far: ______________________________
Is there a fee to get appointed? Yes / No: ______________________________
Is this carrier selling in my market?: ______________________________
I read the whole agreement before signing: ______________________________
The release terms I'm agreeing to: ______________________________
Decision: contract now, or refer it out for now: ______________________________
Closed! with Justin Jacobs · a Health Plan Markets show