Carrier Best Practices for Leveraging Just-In-Time Appointments

Overview

The myriad of approaches to Just-In-Time (JIT) appointments and various state-specific appointment rules can seem daunting. Yet, by making the most of technological processes and automated workflows, carriers can realize immense savings by delaying or preventing unnecessary fees.

This whitepaper explores the different ways carriers can implement a JIT appointment process to mitigate costs and ensure compliance. It includes information on potential cost savings, the variations among states, and includes suggested guidelines for successful use.

Sections include:

• Cost-saving potential of JIT appointments
• A listing of variations of JIT appointments, grouped by state
• Suggested guidelines for JIT appointments, grouped by registry states
• Suggested guidelines for implementing JIT appointments prior to solicitation
• Using a technology platform for JIT appointments

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