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Scope of Appointment
Purpose of the
Scope of Appointment
According to the Centers for Medicare & Medicaid Services (CMS), the purpose of the Scope of Appointment (SOA) is to document the types of Medicare-related products a beneficiary has agreed to discuss with a licensed agent prior to a one-on-one appointment (either in person or by phone).
Key Purposes of the SOA:
Required Documentation: The SOA form must be:
Completed at least 48 hours prior to the appointment (with some exceptions)
Maintained for 10 years
Provided to CMS upon request
Protects Beneficiaries: It ensures that beneficiaries are not exposed to high-pressure sales tactics or unsolicited marketing for products they did not agree to discuss.
Establishes Boundaries: It limits the conversation to only the specific Medicare topics selected by the beneficiary, such as:
Medicare Advantage (Part C)
Medicare Prescription Drug Plans (Part D)
Medicare Supplement (Medigap) plans
Dental/Vision/Hearing plans (when bundled or related)
Ensures Compliance: Agents and brokers must comply with CMS regulations, and the SOA helps verify that all sales practices are ethical and compliant with federal rules.
If you’re conducting Medicare sales or consultations, the SOA is an essential compliance document that protects both you and the client.
Signing this form does NOT obligate you to enroll in a plan, affect your current enrollment, or enroll you in a Medicare plan. By entering your information below and clicking Submit, you are giving permission to have a licensed sales agent contact you by email, telephone, or cell phone to provide additional information about products and services as well as acknowledging the following information:
The consumer agrees to receive telephonic sales and marketing calls and text messages using an automated system for the selection or dialing of telephone numbers, automated voice calls, AI generative voice calls, prerecorded messages played when a connection is made, or prerecorded voicemail messages;
Providing permission does not impact the consumer's eligibility to enroll;
The consumer can change his or her permission preferences at any time by contacting MedicareAndMe, and
The consumer provides this consent even if the consumer's number is listed on a Do Not Call registry.
This is a solicitation of insurance. Not connected with or endorsed by the United States government or the federal Medicare program.
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