What must an agent avoid if they do not present the plan to the customer?

When an agent does not present the plan to the customer, it is important for them to avoid associating their name as the agent of record. This is critical because being listed as the agent of record implies that the agent has directly engaged with and presented the details of the plan to the customer. If the agent has not participated in that presentation, it raises ethical concerns and can lead to potential liability issues. It could also mislead the customer regarding the agent's involvement in the enrollment process and their understanding of the plan details.

Ensuring that the agent's name is not associated as the agent of record in such scenarios helps maintain transparency and protects both the agent and the customer from misunderstandings regarding the service provided. This practice reinforces the integrity of the agent’s role and upholds compliance with regulations governing the presentation of insurance plans.