Blue Shield Scope of Appointment SOA 2019 Rev.
AARP – UHC fillable pdf and you can type your signature!
Telephone & Face to Face Meetings require a Scope of Appointment
When conducting marketing activities, in-person or telephonically, a Plan/Part D Sponsor may not market any health care related product during a marketing appointment beyond the scope that the beneficiary agreed to before the meeting CMS 2018 Marketing Rules – 70.4.3
The Plan/Part D Sponsor must document the scope of the appointment prior to the appointment
SOA documentation is subject to the following requirements:
The documentation may be in writing, in the form of a signed agreement by the beneficiary, or a recorded oral agreement. Any technology (e.g., conference calls, fax machines, designated recording line, pre-paid envelopes, and email) can be used to document the scope of appointment.
422.2268(g) Marketing Standards (g) Market any health care related product during a marketing appointment beyond the scope agreed upon by the beneficiary, and documented by the plan, prior to the appointment (48 hours in advance, when practicable). and (h),
Excerpt from unnamed, well known Medicare Advantage Company’s Confidential Agent Guide – Manual:
Scope of Appointment (SOA) Form
Before a sales meeting, one must obtain a completed and signed Scope of Appointment form from each Medicare-eligible consumer present at a telephonic or in-person one-on-one plan presentation of a Medicare Advantage and/or Prescription Drug Plan product
Humana’s guidance & interpretation 10.2015 Click to enlarge
Hey fellow agents:
Let’s meet for lunch, video conference and talk about it. My guess is, only other agents are googling for this page.
How about we meet and exchange ideas?
Well this get’s confusing…
Review and distribution of marketing materials 423.2268 (g) and (h)
Standards for Part D marketing 42 CFR 422.2262, Marketing Materials
70.9.3 Scope of Appointment 2016 – Medicare Marketing Rules
422.2268(g) and (h) can’t market what’s not listed in the scope of appointment
423.2262 Part D Rx Review of marketing materials
423.2268 (g) and (h) Part D can’t market what’s not in scope of appointment
Medicare Training Wikipedia – Meeting