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Here is the one I like.Technically, the SOA is no longer requires CMS approval. That said, I think I saw a good on from Cigna recently. I'll look and upload when I find it!
https://srbenefit.com/srbenefitdotn...18/10/Scope-of-Appointment-Form-10.2018-1.pdf
I found this one, but it doesn't have the CMS approval codes on it, so I'd be hesitant to use this one. Maybe someone will find an updated one.
UHC's is now check the box, noticed that last year during AEP...It asks to "check the box" for the product you want to discuss. When did this change from requiring initials?
Rick
UHC's is now check the box, noticed that last year during AEP...
On the downside it appears that UHC scope form doesnt say its optional any longer to put prospects address and phone.This adds much more work if you run alot of appointments