MEDICARE NEWS & COMPLIANCE
2023 Updates on Agent Permission To Call and Scope of Sales Appointments!
Posted November 2, 2023Exceptions 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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