Scope question

May 14, 2019 at 6:03 PM

  1. New kid
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    New kid Expert

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    Hello everyone. I hope your week is going well. Question: can we (client and myself) complete Scope of Appointment with one carrier and enroll to MAPD or PDP plan with other carrier?
    Thanks
     
    New kid, May 14, 2019 at 6:03 PM
    #1
  2. StephanieCJ
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    StephanieCJ Super Genius

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    Yes
     
  3. Chazm
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    Chazm Guru

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    Just grab out another scope and fill it out.
     
    Chazm, May 14, 2019 at 9:02 PM
    #3
  4. Todd King
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    Todd King IMO/FMO Owner

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    You'll need to use a generic SOA instead of one from a particular company.
     
    Todd King, May 15, 2019 at 10:23 AM
    #4
  5. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    Can't you just use white out? :huh:
     
    goillini52, May 15, 2019 at 10:51 AM
    #5
  6. mickeyma
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    mickeyma Guru

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    State:
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    There is a great (4.5 star rating) in Los Angeles called SCAN. They do NOT want you to include the Scope of Appt with app. At their meeting, they said they shred the Scope. However, as an agent, I must keep it on file for 10 years.
     
    mickeyma, May 15, 2019 at 2:41 PM
    #6
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