Updated for 2027:
10 steps to a seamless Medicare sales meeting
Go confidently
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.
Practical & simple
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.
Field tested
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.
What's inside?
Preview the first three steps below:
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Prepare
Schedule your in-person, phone, or virtual appointment
Obtain a Signed Scope of Appointment (SOA); the 48-hour rule is eliminated on 10/01/2026
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
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Greet
Begin the visit
If phone/virtual, start recording; the TPMO disclaimer is not required until later in the call
Obtain a signed SOA if not done prior to the appointment
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
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Confirm
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
Ask about state or federal financial assistance to check eligibility for MSPs, LIS, SNPs
Simplify your Medicare appointments
Download the guide now.
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