Medicare Training For Success Step-By-Step
Made to help agents with obtaining their first sales. Great for referencing throughout a sale. Use this to jumpstart your sales flow.
Watch Medicare Sales Training Webinar
If you haven’t already, first watch the 2020 Medicare Sales Training Class.
Free Enrollment Platform With 5 Carriers + Sales Training
If you haven’t already, first watch the 2020 Free Enrollment Platform With 5 Carriers + Sales Training.
For help with the certification process please visit the desired carrier on the carrier resources page.
Open Sales Training Power Point
Open sales training from the webinar to unlock all the tools within the training.
Understanding “Extra Help” With Your Medicare Prescription Drug Plan
Open PDF to learn more about Extra Help and prescription drug plans.
DESNP Verification Quick Reference Guide
Open PDF for a DESNP quick reference guide.
Medicare Advantage SEP Guide
Open PDF for a medicare advantage Special Enrollment Period Guide.
One Life Medicare 101 with Bradley Wooten
Open Slideshow for comprehensive training on Medicare.
Oscar Certification Directions
Follow these steps to get started with Oscar Medicare Certification.
Connecture Proffesional Plan Compare Guide 2021
Follow these steps to get started with Connecture PlanCompare One.
Connecture Professional Plan Compare Guide 2020
Scope of Appointment Cheat Sheet
Use this cheat sheet to understand the scope of appointments easier.
Understanding the Medicare Beneficiary Identifier with MBI Format
Follow these steps to understand the MBI Format.
CareSource Sales Meeting
Replay of CareSource’s 2021 broker sales presentation – Expanding our Mission: Together We Are Better.
Broker Support by Carrier
Don’t worry about digging for carriers’ contact information when you are helping clients during AEP! Just use this link to find out now!
Schedule of Social Security Benefit Payments 2021
Scope Of Apointment Resources
What is the purpose of the Scope of Appointment form?
The Scope of Appointment form is used to document an in-person appointment with
a beneficiary to ensure that no other types of products are discussed outside of what
the beneficiary originally requested.
What are the different “plan types” the beneficiary can indicate they want to discuss?
Medicare Advantage (MA), Medicare Advantage plus Rx (MAPD), and/or standalone
Part D plan (PDP)
Who does the form protect?
The form protects the beneficiary from being solicited for a product that he/she did
not originally express an interest in.
When is the form required?
The form is required when meeting in-person with a potential, new, or existing
beneficiary, or someone seeking information on behalf of a beneficiary. It is used to
carry out a marketing or sales activity.
Is the form required when the agent meets with more than one beneficiary in an in-person meeting?
Yes. In general, the nature of the meeting rather than the size of the group
determines whether the form is required. If the meeting was set up as an in-person
appointment, a scope of appointment is required. If the meeting is advertised as a
sales event open to the general public, a scope of appointment form is not required.
Can the agent ask the person (at or before the appointment) if he/she is a CMS secret shopper or representative?
No. The agent must treat all potential members as if they are Medicare
Carrier Specific SOA Information
There are two types of SOA forms- “Branded” and “Generic”:
Branded– For use when presenting that specific carrier’s product.
All of the carriers make available branded SOA forms.
Generic– For use when agents need the flexibility of presenting any number of plans based on the
prospect’s needs. For example, when the agent may be presenting multiple carriers’ MAPD/PDP
products, or could be showing DVH or Hospital Indemnity plans as well.
Some carriers provide generic forms, some do not. Look for them in broker portals &
Most carriers prefer their own company specific SOA, but will accept any generic SOA that has the
following format requirements on the scope of appointment form or captured on the recorded call:
- Product types to be discussed
- Date of appointment
- Beneficiary and agent contact information
- Statement stating, no obligation to enroll, current or future Medicare enrollment status will
not be impacted, and automatic enrollment will not occur.
See below for specific carrier rules/instruction
CMS approved SOA forms are available on Producer World Aetna Producer World
The agent must attach a completed SOA to any paper application before submitting it to Aetna.
UHC no longer requires paper or non-LEAN SOAs to be submitted to UHC.
Paper and Digital
The branded SOA is available on the broker portal, click sign in: Humana Vantage
Agents can call the agent support line, (800) 309-3163, for additional information. Agents may also take
scopes of appointment digitally through the MAPA tool.
Use IVR on a recorded line @ 1-866-945-4471. Agents can three-way call into the IVR with the member
and follow the prompts.
If by telephone call, and the member agrees to the SOA orally, it must be recorded. Documentation
includes the date of appointment, the individual’s contact information, the verbal documentation of the
individual’s agreement to the scope, the product type(s) agreed to and the agent information.
Paper SOAs are located on the broker portal, Cigna Broker Portal
SOA forms may be available on Silverscript Agent Portal
The agent must attach a completed SOA to any paper application before submitting it to SilverScript.
Carrier Specific Webinars 2022
Watch all carrier specific webinars here