Medicare AEP Resources

What to Bring to a Medicare Help Desk Appointment

To get the most accurate Medicare plan recommendations, it's important to come prepared with key information about your current healthcare needs and preferences.

Essential Items:

• •Medicare card with your number and effective dates
• •Current medications including names, dosages, and frequency
• •Preferred doctors and specialists including names and addresses
• •Current plan information if you're switching or reviewing coverage
• •List of questions about coverage, costs, or specific health concerns

Having this information ready helps our licensed agents run accurate comparisons and ensure any plans we discuss cover your specific needs. Remember, all consultations are recorded for compliance and you're under no obligation to enroll.

Permission to Contact (PTC): What It Means & Why It's Required

Permission to Contact (PTC) is a CMS requirement that protects you from unwanted marketing. Before we can discuss specific Medicare plans with you, we need your explicit consent to reach out.

What PTC Includes:

• •Your consent for a licensed agent to contact you by phone, email, or text
• •Acknowledgment that you understand you're not required to enroll
• •Timestamp of when you provided consent
• •Disclosure that calls will be recorded for quality and compliance

Your PTC is valid for up to 9 months and can be revoked at any time by contacting us. We take your privacy seriously and only use your information to help you understand Medicare options that may fit your needs.

Important: Giving PTC does not obligate you to purchase anything. It simply allows us to have a conversation about your Medicare options.

Scope of Appointment (SOA): What It Covers

A Scope of Appointment is a CMS-required document that confirms which Medicare products you want to discuss during your consultation. This keeps the conversation focused on your specific interests and ensures we don't waste your time on coverage types you don't need.

Common SOA Topics:

• •Medicare Advantage Plans (Part C): All-in-one alternative to Original Medicare
• •Medicare Supplement (Medigap): Additional coverage to fill gaps in Original Medicare
• •Prescription Drug Plans (Part D): Coverage for medications

When You Sign the SOA:

We'll typically send you an SOA electronically after you provide Permission to Contact. You can sign it digitally before your scheduled call, or we can complete it together at the beginning of your consultation. The SOA must be signed before we discuss specific plan details.

Note: You can request a copy of your signed SOA at any time. We retain these documents for compliance purposes.