What is the most appropriate first step for Warren when approached by a consumer asking about Medicare prescription drug plans?

Completing a scope of appointment form is the most appropriate first step for Warren when approached by a consumer asking about Medicare prescription drug plans because it establishes a formal agreement about the topics that will be discussed during the meeting. This form is crucial in ensuring that the conversation stays focused on the specific needs of the consumer while adhering to compliance guidelines required in the industry.

The scope of appointment form helps protect both the agent and the consumer by ensuring that the agent is qualified to discuss Medicare and related products. It also allows the consumer to express their interests, which can guide the conversation effectively and ensure that all relevant topics are covered. This initial step is essential in providing a clear framework for the discussion, making it a best practice in handling inquiries about Medicare plans.

In situations where someone is seeking information about Medicare products, ensuring that all parties are on the same page through this structured approach is vital for effective communication and customer service.