In just 10 steps, you'll know you've covered the required disclosures and documents.
No more second-guessing yourself during or after client meetings.
No one wants to fumble through a multi-page guide while clients sit impatiently across the table.
Keep reminders in eyesight with this desktop resource.
Plenty of Field Marketing Organizations produce materials they think will be helpful.
We worked with active agents to build a guide that meets your needs.
Schedule your in-person, phone, or virtual appointment
Obtain a Signed Scope of Appointment (SOA), observing the 48 hour waiting period
Provide product guidebooks or plan materials
Gather doctors, drugs and other information via client intake in CoverageForOne or other means
Ensure equipment and materials are ready
Begin the visit
If phone/virtual, start recording and provide disclaimer(s) within the first minute
State your name and that you are a licensed insurance producer
Ask friendly questions to get to know them – family, occupation, and interests
Share about yourself
Confirm all elements of Scope of Appointment
Review Medicare card for Part A and B effective dates
Confirm permanent residence to verify service area
Identify applicable Election Period
Ask about other health coverage
Download the guide now.
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