What is the Scope of Appointment?

The Scope of Appointment is essentially an agreement that outlines the specific products or services that can be discussed during a marketing appointment between an agent and a consumer. This ensures transparency and allows consumers to understand what topics will be covered during the appointment. By defining the scope, both parties can manage expectations and focus on relevant products, complying with regulatory requirements.

This concept helps protect consumers by giving them the choice of what to discuss, thereby preventing pressure to consider products outside their interest. It fosters a more organized and focused discussion on the consumer's needs and interests, which is especially important in the healthcare industry where multiple options exist.