Which of the following is a necessary step before an agent can complete the enrollment process for an IE-SNP?

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Obtaining the nursing home Level of Care assessment is essential in the enrollment process for an Institutional-Exclusive Special Needs Plan (IE-SNP). This assessment is crucial because it determines whether an individual meets the specific eligibility criteria required for enrollment in the plan. IE-SNPs cater specifically to individuals living in institutions who have complex medical needs, and the Level of Care assessment provides an evaluation of their healthcare requirements and living situation.

Without this assessment, an agent would lack the necessary documentation to confirm that the individual qualifies for the plan based on their institutional status. This helps ensure that the insurance coverage provided is appropriate for the recipient, aligning with the plan's objective of offering tailored healthcare services to those in need.

Other steps, such as conducting face-to-face interviews or registering online, may be part of the overall enrollment process but do not hold the same level of necessity as obtaining the nursing home Level of Care assessment, which is foundational to verifying eligibility for this particular type of plan.