Get scope of sales appointment confirmation form 2020-2024

The Scope of Appointment form is used to document an in-person appointment with a beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested. 2. What are the different “plan types” the beneficiary can indicate they want to discuss?

Remember, the SOA must be documented for all marketing activities, in-person and telephonically, including walk-ins to an agent or broker office. The SOA must be completed prior to the appointment and may be a signed hard copy or telephonic recording.

The 48-hour rule applies to all SOA forms starting September 30, 2023. It is required any time an insurance agent or broker wants to meet with a current or prospective Medicare health plan beneficiary to discuss plans and benefits. There are two exceptions to this rule.

The guidelines require a minimum 48-hour window between a Scope of Appointment form being completed and an appointment taking place with exceptions for beneficiary initiated walk-ins and the end of a valid enrollment period.

All agents must keep their scope of appointments on file for at least 10 years and must be kept even if a sale was not made. In the event that a client would like to speak about other plan types that were not requested during the meeting then another scope of appointment is required before you continue.