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2018 Scope of Appointment Changes!


The Centers for Medicare & Medicaid Services (CMS) have updated the Scope of Appointment regulations for 2018.

What changed?

  • Effective October 1st, 2017, ¬†agents are no longer required to obtain a signed Scope of Appointment 48 hours prior to 1-on-1 appointments (in person or telephonic).
  • In addition, agents will no longer need to provide an explanation as to why the Scope of Appointment wasn't documented 48 hours prior.

What stayed the same?

  • All applications must be accompanied by a Scope of Appointment at the time of submission.
  • Although the 48-hour rule no longer applies, it is still required that the agent obtain a signed Scope of Appointment prior to the start of the appointment.
  • Agents cannot market products that were not outlined in the signed Scope of Appointment prior to the meeting.
  • If the beneficiary shows interest in a product that they didn't agree to discuss in advance, the agent must attain a second signed Scope of Appointment before proceeding to market the additional product.