When marketing UnitedHealthcare Medicare Advantage plans, what must an agent do?

Agents must review and complete a Scope of Appointment (SOA) form with each consumer when marketing UnitedHealthcare Medicare Advantage plans. The SOA is a crucial part of the marketing process as it ensures compliance with regulations set forth by the Centers for Medicare & Medicaid Services (CMS). This form documents the consumer's consent to discuss Medicare Advantage plans and related products, confirming that the discussion is both expected and approved by the consumer.

Completing the SOA helps maintain transparency in the agent-consumer relationship and protects the agent by ensuring that conversations are conducted in a compliant manner. It is essential for agents to follow this procedure to avoid potential legal issues and to foster trust with the consumers they serve.

Other options do not align with the regulatory requirements for agents. Providing information only upon request limits proactive engagement and may not fulfill the obligation to inform consumers adequately. While reviewing the Summary of Benefits is important, it is not a requirement that must precede marketing activities. Offering unapproved materials contradicts compliance standards and risks penalties for the agent and the agency.