You need documented Scope of Appointment (SOA) forms for one-on-one appointments, but what about for marketing and sales events? Before you set up that booth or kiosk at a community health fair, know what the Medicare Marketing Guidelines (Section 70.4.3) say about SOAs at marketing events.
You Don’t Need an SOA for Medicare Marketing Events
If you are hosting a marketing or sales event such as an informational seminar on Medicare, don’t waste your time pre-sending SOA forms. Centers for Medicare & Medicaid Services (CMS) does not require brokers to document beneficiary agreement for sales and marketing events.
But You Should Bring Some for Future Appointments
CMS allows beneficiaries to fill out and sign SOAs at events for future appointments. This could be a good opportunity to collect clients and start your preparations for the annual enrollment period (AEP). Remember: Beneficiaries must never be told (or feel) that filling out an SOA is required.
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Note: For the most current information, see the CMS Medicare Marketing Guidelines.