Effective immediately, field agents must obtain a Scope of Appointment (SOA) form from the consumer prior to telephonically presenting a Medicare Advantage (MA) or Prescription Drug Plan (PDP).
Telephonic Plan Presentation Rules of the Road
A field agent may conduct telephonic sales presentations (e.g., a needs assessment), but is prohibited from electronically enrolling a consumer as the result of a telephonic presentation (e.g., field agents cannot use LEAN™ to enroll consumers via the phone).
Have a consumer interested in enrolling? Field agents can assist a consumer with
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Telephonic Plan Presentation Rules of the Road
A field agent may conduct telephonic sales presentations (e.g., a needs assessment), but is prohibited from electronically enrolling a consumer as the result of a telephonic presentation (e.g., field agents cannot use LEAN™ to enroll consumers via the phone).
Have a consumer interested in enrolling? Field agents can assist a consumer with
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