- 1). Interview your customer extensively and intensively. Obtain as much pertinent health information as you can about your customer and his family members. Make note of each issue, such as pre-existing conditions, prescription medications and prior health issues, such as major illnesses or significant injuries.
- 2). Write all of your customer's health information on a notepad. You will be using this information to write an application for temporary health insurance coverage. Accuracy is imperative.
- 3). Ask your customer if she has any questions about temporary health insurance and how this kind of insurance works. Answer every question fully and completely. If you don't know the answer to a question, don't make up an answer. Get back to your customer as soon as you can with an accurate and complete answer.
- 4). As you are interviewing your customer, ensure that you stress the temporary nature of this health insurance plan. Make sure the client knows when his plan will expire and verify that he knows where he will be buying a standard health insurance plan.
- 5). Provide your customer with an outline of coverage which is specific to the plan she is purchasing. Provide all of the paperwork required by your company and your state's Insurance Commission. After accepting her first payment, provide a conditional receipt, if required in your state.
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