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26 wrz 2024 · Whether you’re working with a Medicare agent in person, virtually, or over the phone, you need to schedule your Medicare consultation at least 48 hours after signing your Scope of Appointment (SOA).
1 paź 2024 · 48-Hour Rule: In 2024, agents must collect an SOA at least 48 hours before the appointment unless it’s a walk-in or spontaneous meeting. Validity Period: SOAs remain valid for 12 months for the same beneficiary, ensuring ongoing compliance for subsequent appointments.
The appointment duration includes the time for you to review a pre-exam tutorial as well as a brief post-exam survey, in addition to the exam time. The exam time varies by exam and that information can be found in the first paragraph of the specific exam’s syllabus.
22 wrz 2023 · The 48 -hour waiting period requires that, after obtaining a valid SOA, agents must wait 48 hours to conduct a personal marketing appointment and complete a sales presentation with the beneficiary.
24 paź 2023 · Each agent gets an SOA that is good for up to 12 months. Even if you drop a call, so long as the same agent reaches out, the SOA stands. However, a new Scope of Appointment is necessary if additional benefits are to be discussed within that timeframe. How Long Must a Scope of Appointment Form Be Kept?
30 wrz 2024 · Medicare agents must get a signed SOA form at least 48 hours before the appointment. This 48-hour rule, reinstated for 2024, is crucial and requires strict adherence. It ensures ample time to prepare for the meeting, making the SOA process more manageable and less stressful.
2 sie 2023 · The 48-hour rule applies to all SOA forms starting September 30, 2023. It is required any time an insurance agent or broker wants to meet with a current or prospective Medicare health plan beneficiary to discuss plans and benefits. There are two exceptions to this rule.
