A Scope of Appointment is needed for personal and individual sales appointments with existing clients/members.

A Scope of Appointment (SOA) is a critical requirement in the context of Medicare sales and interactions between agents and clients. It serves as a documented consent that outlines the topics to be discussed during a meeting. While it may seem intuitive to think that an SOA might be necessary for any interaction with a client, it is important to clarify that an SOA is not required in scenarios involving existing clients or members when the meeting is for general dealings or staying in touch.

The primary purpose of the SOA is to protect beneficiaries from unsolicited marketing and ensure that discussions are relevant to their needs and expectations, especially when it pertains to new plans or additional services. Therefore, a personal appointment with an existing member who is not being introduced to new plans does not require a Scope of Appointment.

This understanding is essential for compliance with regulatory guidelines while also ensuring that welfare considerations for clients remain at the forefront during sales appointments.