What is a key concern for producers when conducting virtual enrollments?

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A key concern for producers during virtual enrollments is ensuring that customer signatures are properly collected. In a virtual environment, it is not as straightforward as in-person interactions, where a signature can be quickly obtained on paper. The requirement for signatures can involve specific procedures to confirm that the customer has truly consented to the terms and conditions associated with the enrollment. This might mean utilizing digital signature platforms or other verification methods, which need to comply with state and federal regulations. Properly collecting signatures is crucial to prevent future disputes and ensure that the enrollment is legally binding. Handling this aspect effectively is vital to maintaining the integrity of the enrollment process and ensuring a smooth experience for both the producer and the customer.

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