Tier 2 · SOA Scenario Cards
Was that Scope of Appointment compliant?
Synthetic MA/PDP conversations. Pick the correct verdict — the reveal cites the CMS rule and describes what should have happened.
Training material only. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
Inbound calls
Dental question drifts into an MA quote
Inbound call about standalone dental turns into an MA plan pitch.
Reviewed Jul 15, 2026OpenIn person
Same-day in-person appointment
Walk-in prospect asks to sit down and discuss MA plans right now.
Reviewed Jul 15, 2026OpenInbound calls
Medigap-only conversation
Prospect asks specifically about Medicare Supplement plans.
Reviewed Jul 15, 2026OpenIn person
SOA signed but scope mismatch
Scope covered MA/MAPD only; agent quoted a PDP mid-appointment.
Reviewed Jul 15, 2026OpenOutbound calls
Outbound call to a warm lead — no prior SOA
Agent calls a lead-form submitter and pitches an MA plan.
Reviewed Jul 15, 2026OpenRetention
Existing client annual review
Current MA client comes in for an AEP plan review.
Reviewed Jul 15, 2026OpenCross-sell
Referral cross-sell mid-call
Life-insurance client asks about Medicare during the same call.
Reviewed Jul 15, 2026OpenIn person
SOA collected after the appointment
Agent forgot the SOA and asks the client to sign it afterward.
Reviewed Jul 15, 2026Open
Educational drill only. Rules and CMS guidance evolve — always defer to current CMS publications, your FMO compliance team, and your carrier certifications.
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