Medicare Advantage Plan Quote
Scope of Sales Appointment Confirmation Form
The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to ANY sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each Medicare beneficiary or his/her authorized representative. Agents must be licensed, contracted, and certified, where applicable, to sell each of the plans listed below.