Presentation Checklist
Review this checklist before and after each sale
to assure that you are selling in compliance.
Download a copy of this checklist.
- Did you get the Scope of Appointment Form back and signed by the beneficiary?
- Did you introduce yourself with your full name and announce that you are a licensed insurance agent with the state in which you reside?
- Did you make it clear to the beneficiary that you do not work for Medicare?
- Did you state the type of Medicare Advantage plan that would be presented?
- Did you inform the beneficiary that you may be compensated if he or she enrolls?
- Did you state that there is no obligation to enroll?
- Did you determine eligibility to enroll into a Medicare Advantage Plan?
- Did you ask to see the beneficiary’s Medicare card?
- Did you ask if anyone holds their Power of Attorney?
- Did you review their current coverage as well as their wants and needs?
- Did you use the Flip Book presentation provided by the Health Plan?
- Did you review the entire summary of benefits?
- Did you look to see if the beneficiary’s primary doctor and specialist(s) are in the network?
- Did you explain the referral process?
- Did you explain the provider network, how it works, and how to access it?
- Did you remember to stop every few minutes and ask if you were making yourself clear and if the beneficiary had any questions?
- Did you explain the difference between Emergency Care and Urgent Care?
- Did you explain Part D in detail including the donut hole/gap in coverage?
- Did you compare the original Medicare benefits with the Plan benefits?
- Did you complete the scope?
- If the enrollment form offers more than one plan did you mark the plan choice?
- Did you fill in every section of the enrollment form, making sure that you viewed the Medicare card and have entered all information correctly?
- Did you enter the election period?
- Did the beneficiary sign and date the enrollment?
- Did you sign the enrollment and enter your writing number?
- If required by the plan, did you get the statement of understanding or call the verification line or instruct the enrollee that they would be receiving a call?
- Did you leave the sales packet that the plan provided, the SOB, and a copy of the enrollment along with your business card?
- Did you explain to the enrollee what to look for next, such as the welcome packet, new member calls, and membership card?
- Did you explain that they would no longer use their Medicare card but their plan membership card and why?
You are now ready to turn in your enrollment and Scope of Appointment form to the Health Plan or your FMO for processing!!! Remember to do so within 24 hours of the signature date!
