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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.
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.
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 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 on the exams home page and in the first paragraph of the specific exam’s syllabus.
28 lis 2023 · Scope of Appointment (SOA) forms are valid for 12 months. Aside from having a valid SOA for your current appointment, we encourage you to have your clients sign another one at the end of their appointment.
