The Cornerstone Agency Services Client Referral team accepts client referrals from brokers participating in the program. Our licensed Client Care team can assist referred prospects offering guidance and support with plan enrollment in the Individual market.
To ensure we continually provide referred clients with exceptional service during the busy enrollment season, please familiarize yourself with our readiness checklist, which details our submission process, acceptance deadlines, and turn-around times.
OPEN ENROLLMENT PERIOD
November 1 to December 15, 2018
- Referrals are managed first in/first out*
- A minimum of three client outreach attempts will be made
- Whenever possible, provide two forms of client contact information; cell phone, spouse cell phone, email address, work phone number, or other.
- Submit referrals via the broker online form (preferred method) or prospective clients may call us at 877-432-8803. The online form can also be downloaded and emailed to email@example.com.
- The following information is required for all referrals**: prospect name, address, county, two client contact information options, and date(s) of birth.
*Priority is given to Individual referrals received on or before December 3, 2018. Client outreach within 48 hours is not guaranteed during peak periods Oct 1 through Dec 15.
**Incomplete submissions will be returned requesting missing information.
Due to extremely high volumes of referrals during the open/annual enrollment period, we encourage clients to plan ahead and make decisions early.
If you have questions about referral submission, the referral acceptance deadlines, or other processes, please do not hesitate to contact us.