What is required from a consumer before initiating a one-on-one marketing appointment?

Before initiating a one-on-one marketing appointment, a Scope of Appointment is necessary. This document serves as a formal agreement between the consumer and the agent, ensuring that both parties understand and consent to the topics concerning the potential insurance plans that will be discussed. The Scope of Appointment outlines the specific areas of discussion, which may include various Medicare options, benefits, and related topics, thus helping to manage expectations and maintain compliance with industry regulations.

This requirement is in place to protect consumers and ensure their comfort and understanding of the meeting, making it clear what will be covered during the appointment. It is an essential step in the process, as it fosters transparency and aids in building trust between consumers and agents.