Growing Your Book of Business: Lead Generation Activities
Agent Bryan wants to grow his book of business. Which of the following lead generating activities is NOT compliant?
A) At each appointment he asks the consumer for the name and phone number of at least one acquaintance who is 65 or older
B) At each appointment he provides extra business cards to the consumer and asks that they pass them along to acquaintances
C) After enrolling a consumer, he mails a thank you card from the UHC Toolkit and encloses a few business cards for the new member to pass along to acquaintances.
Final answer: Option A) - asking the consumer for the name and phone number of at least one acquaintance who is 65 or older.
Answer:
The lead generating activity that is NOT compliant is option A) - asking the consumer for the name and phone number of at least one acquaintance who is 65 or older.
Agent Bryan's goal of growing his book of business is admirable and can be achieved through compliant lead generating activities. It is important to ensure that all practices adhere to legal and ethical standards, avoiding any discriminatory actions.
Option A) violates anti-discrimination laws by targeting potential leads based on age. Age should not be a factor in generating leads or networking with potential customers. It is crucial to approach lead generation in a respectful and inclusive manner.
Options B) and C) are compliant lead generating activities as they involve providing business cards for networking purposes without discrimination. Building relationships and expanding one's network through referrals and thank you gestures can contribute positively to growing a book of business.
By focusing on compliant and ethical lead generating activities, Agent Bryan can effectively expand his network and attract new clients. Upholding professional standards and inclusivity in business practices can lead to long-term success and growth in the industry.