Did You Know? Why the Scope of Appointment Matters
If you’re meeting with a licensed agent to talk about Medicare Advantage or Part D drug plans, you’ll likely be asked to sign a Scope of Appointment (SOA) form.
Did You Know? What to Expect at a Medicare Sales Event
If you’re exploring Medicare Advantage (MA) plans and want guidance in person, attending a Medicare Sales Event can be a helpful step in your decision-making process.
Call Recording Requirements for Medicare Sales: What Agents Need to Know
As part of its ongoing effort to ensure transparency and protect beneficiaries, the Centers for Medicare & Medicaid Services (CMS) has established clear rules regarding call recording for agents selling Medicare Advantage and Part D plans. Understanding and following these rules is essential—not only for compliance, but for building trust with your clients.
