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26 wrz 2024 · The 48-hour rule requires agents to wait two full days between receiving a signed SOA form and meeting with you to discuss Medicare Advantage or Prescription Drug Plans. This change aims to give beneficiaries more time to consider their options and consult with caregivers before committing.
1 paź 2024 · Key Compliance Rules for SOAs. 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.
9 sty 2024 · Per the CMS Final Rule 2024, all Scope of Appointment forms must be gathered at least 48 hours before the appointment — and this time limit should be taken literally. If the SOA form is taken at the time of the appointment , the reason must be documented and specifically stated as to why.
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.
24 paź 2023 · The Medicare Scope of Appointment is a requirement for in-person and over-the-phone appointments. If you’re working with a licensed insurance agent to enroll in or change Medicare Advantage coverage, the Scope of Appointment Medicare must be presented to document the meeting.
18 maj 2023 · The 48-hour SOA rule mandates that brokers provide beneficiaries with a Scope of Appointment (SOA) at least 48 hours before a scheduled appointment to prevent misleading marketing tactics and...
The SOA is a documented agreement between a Medicare-eligible individual and an agent, broker, or producer. It’s a CMS requirement. And documents the Medicare (MA, MAPD, PDP) product(s) agreed upon for discussion during a personal marketing/sales appointment.
