What Is a Medicare Scope of Appointment?
Short answer
A Scope of Appointment documents the Medicare Advantage or Part D product categories a beneficiary agrees to discuss during a personal marketing appointment. It is not an enrollment application.
Coverage And Action
The SOA creates a record of the agreed sales scope. Current CMS marketing guidance controls how scope changes and documentation must be handled.
Not Automatic
Signing an SOA does not enroll a beneficiary, authorize a future plan change or require a purchase.
Practical Example
Agreeing to discuss Medicare Advantage does not by itself authorize an agent to submit an enrollment into a Medicare Advantage plan.
Questions to verify
- Which product types are listed?
- Am I only authorizing a discussion?
- Did the appointment move beyond the agreed scope?