Medicare Scope of Appointment Form
No Cold Calls—Ever
We will never contact you about Medicare without your permission. By law, agents must have your consent before reaching out. Before any appointment to discuss Medicare plans, you’ll be asked to complete a Scope of Appointment form, which specifies the products you’d like to review.
Click below to review the form.
Marketplace Client Consent Form
Your Permission Is Needed
By law, all health insurance agents must have your consent before handling your personal information or discussing health insurance. When you schedule an appointment with us, you’ll be asked to complete this form.
Click below to review the form.