Answer :

Final answer:

Scope of appointment must be obtained before any in-person or telephonic sales presentation, ideally at least 48 hours in advance. It documents the specific topics that will be discussed and is a legal requirement in Medicare marketing.

Explanation:

Scope of appointment is a regulatory requirement in the insurance industry, particularly in Medicare marketing. It refers to a documented agreement obtained by a sales agent from a potential client detailing which specific topics will be discussed during an in-person or telephonic sales presentation. The scope of appointment must be obtained before any such presentation takes place.

It is imperative for the sales agent to arrange for the scope of appointment ahead of time, which can be done either through a physical form, email, or even verbally as long as it is documented before the meeting. This is not merely a suggestion; it is required by law to ensure that the consumer is adequately informed and prepared for the discussion topics. The scope must be obtained at least 48 hours before the actual appointment if it is a scheduled appointment. In the case of a walk-in scenario, the scope can be obtained at the time of the encounter.

Proper scheduling and maintaining clear communication are essential when organizing a scope of appointment, whether it’s through an in-person meeting, a telephone interview, or email correspondence. Being prompt and courteous, avoiding going over the allotted time, and being flexible for rescheduling are good practices that align with the requirements of obtaining a scope of appointment.

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Rewritten by : Barada

If meeting was set up as an in person meeting then it would have to be obtained.

What is an in person meeting?

This is the term that is used to refer to a meeting that is set up by people themselves.

This type of meeting would have the people present in body instead of having a representative.

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