Carrier Best Practices for Leveraging Just-In-Time Appointments

This whitepaper explores the different ways carriers can implement a Just-In-Time (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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