Medicare Scope of Appointment and certification record

Life and Health Insurance Agent or Agency | PublicProof Academy working document

Prove you met CMS rules: annual certification per plan sponsor and a documented Scope of Appointment for each Medicare meeting.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

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Annual certification (per plan year)

Plan year
General Medicare course completed (AHIP or carrier) and score
Carrier product training completed, score 85% or higher
Certification confirmation saved
Ready-to-sell status shown in carrier portal

Scope of Appointment (each meeting)

Beneficiary name and date
Plan types the beneficiary agreed to discuss
How SOA was collected (signed, recorded, electronic)
Time between SOA and appointment meets carrier rules
Call recorded if required and recording location
Only products in the SOA were discussed

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.