When participating in sales appointments, brokers/agents must provide which materials to beneficiaries?

In sales appointments, it is essential for brokers and agents to provide beneficiaries with an Enrollment Guide and Application. The Enrollment Guide serves as a comprehensive resource that outlines the details of the plans available, including coverage options, benefits, and important terms and conditions associated with the plans. This guide helps beneficiaries make well-informed decisions about their healthcare choices.

Providing the Application is also crucial as it is the formal document that beneficiaries must complete to enroll in a plan. This ensures that all necessary information is collected accurately for the enrollment process to take place smoothly. Together, these materials not only facilitate the enrollment process but also ensure that beneficiaries have a complete understanding of their choices. Providing these specific documents aligns with regulatory requirements and best practices in the insurance industry, promoting transparency and clarity in the enrollment process.