What must agents obtain before conducting a marketing appointment?

In order to conduct a marketing appointment, agents are required to obtain a completed scope of appointment. This document is crucial as it outlines the specific topics that will be discussed during the appointment, ensuring both the agent and the consumer have a clear understanding of the subject matter beforehand. It helps to establish a framework for the meeting, allowing for a focused discussion on appropriate plans and options based on the consumer's needs.

Additionally, having a completed scope of appointment helps ensure compliance with regulations related to consumer protection and marketing practices in the insurance industry. By securing this agreement in advance, agents can foster a transparent environment, minimizing the risk of miscommunication or unmet expectations.

Other elements, such as providing brochures or verbal agreements, may be part of the appointment process but do not fulfill the legal requirement in the same way that the completed scope of appointment does. It's this document that ultimately safeguards both parties during the marketing interaction.