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What are the rules for scope of appointment?

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.

How long must a scope of appointment form be kept?

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.

What is a scope of sales appointment confirmation form?

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?

Do I need a scope of appointment for an existing client?

Is an SOA form required for an agent to meet with an existing client? Yes. The CMS Scope of Appointment rule doesnt differentiate between current and prospective clients. You must collect an SOA before appointments with both current and prospective clients.

What is a scope of appointment form?

A Scope of appointment is a form that determines what Medicare insurance products you want to cover during your meeting. The SOA can be an electric form, a paper document, or sometimes, a recorded call. This document protects Medicare beneficiaries from scams and high-pressure sales tactics.