• Set up appointments or obtain expiration dates of policies from consumers who they call
• Provide information about the insurance producer agent or agency, and offer to send out brochures about a producer's insurance services
• Give a licensed producer the name and telephone number of an interested customer

Telemarketers SHALL NOT ...

• Attempt to solicit the sale of any type of insurance product
• Give advice or describe the characteristics or coverage of an insurance product

Unlicensed personnel within the confines of the producer's main office, including customer service representatives, MAY ...

• Hand out brochures
• Receive premiums in the office of your employer
• Secure x-dates from potential customers
• Give general information on the availability of products and services
• Inform the client of the presence of a licensed producer on the premises
• Record information on the application, BUT unlicensed personnel may not sign the application
• Refer a client to licensed personnel if the client is unable to complete the application without further assistance
• Introduce the client to a licensed producer
• Set appointments for clients with a licensed producer
• Give a client the location and phone number of an insurer
• Give a client the name and phone number of a licensed producer
• Give a licensed producer the name and phone number of an interested customer
• Quote policy rates
• Transact the servicing of policies with the insurer
• Make changes to existing policies directly with a client
• Set up policies of insurance
• Invoice insurance transactions
• Take claims information and forward the information to the insurer
• Receive completed applications and checks made payable to insurers
• Deposit a check into the insurer's premium account
• Attach a receipt to an application
• Forward a signed application and transaction receipt to the licensed producer

Unlicensed office personnel SHALL NOT ...

• Solicit customers to purchase insurance or annuities
• Discuss, interpret or elaborate upon the information contained in the brochure, application or other sales literature
• Give advice or describe the specific characteristics or coverages of an annuity or insurance product
• Discuss rates, sales charges, or tax treatments of any product or attempt to answer any insurance or annuity questions; customers who request additional information must be referred to a licensed producer
• Sign an insurance application using his or her own name or a producer's signature stamp
• Receive any compensation which varies with the volume of applications or premiums