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Scope of Sales Appointment Confirmation Form MAForAgents Com

Scope of Sales Appointment Confirmation Form MAForAgents Com

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all right this will be an interesting video and one that I hope will help you feel a lot better around the conversations that you will have around Medicare for those of us who help people through the Medicare maze meaning agents there are a lot of regulations that we must comply with otherwise we could lose our licenses now are there bad apples that do not follow these rules and that give the rest of the community a bad name yes it happens but the form I'm going to describe in this video is what every agent is required to obtain from you before discussing any plan specifics and that form is called the scope of appointment confirmation form we shorten this to scope and that's the word that I'll use for the rest of this video for any creditable agent to Talk plan specifics with you they must have a signed scope of appointment form from you and what do I mean by plan specifics well I mean the name of the insurance company offering the plans you're intereste

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