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MEDICARE NEWS & COMPLIANCE

2023 Updates on Agent Permission To Call and Scope of Sales Appointments!

Posted November 2, 2023

Exceptions for end-of-enrollment periods and walk-ins are:

The 48-hour Scope of Appointment (SOA) rule exceptions to this rule include:
  • When a beneficiary is approaching the end of a valid enrollment period (e.g., Annual Enrollment Period, Open Enrollment Period, Special Enrollment Period, Initial Coverage Election Period)
  • Unscheduled in-person meetings (walk-ins) initiated by the beneficiary

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