Welcome to Your Medicare Review Experience!
For a Sovereign Select agent to comply with laws & regulations, we MUST collect a “Scope of Appointment” form at least 48 hrs before meeting or discussing Medicare Health Plans or Prescription Plans.
This will allow us to give you all the most accurate and up-to-date information on current health plans available.
** Note: The Scope of Appointment will be valid for 12 months from the date signed.
STEP-BY-STEP GUIDE:
STEP 1: Submit Scope of Appointment
- Click the “Complete Scope of Appointment” button below to begin.
** Note: You will be redirected to a new webpage (Adobe Sign) - Initial the plan options you’d like to review.
- Sign and submit your form.
- Verify identity via email (if necessary).
| Once verification is complete, you will be redirected for confirmation.
** THIS IS NOT THE END OF THE REVIEW! **
Exit the Adobe Sign confirmation page and return to this Medicare Review to complete the remaining steps.
STEP 2: Finish Your Plan Review
- Confirm or Update:
- Contact Details
- Current Plan Details
- Preferred Pharmacy
- Preferred Doctors and Hospitals
- Prescriptions
- Medicare Savings Programs Check-In
- Plan Satisfaction Survey
- Schedule your Medicare Review Meeting (If recommended based on review findings)
Finally, it’s time for you to sit back and relax while we handle everything from here!
Enjoy the rest of your Medicare Review Experience!
Medicare’s Annual Enrollment Period:
October 15th — December 7th
Want to stay informed & updated via text?
Fill out the form and check the box below to give Sovereign Select permission to send important reminders, annual review alerts, confirmations, and other similar communications via SMS-Text.
** Please Note: All “required” fields below are only for those choosing to opt-in to SMS updates.
Any questions or concerns, please contact us directly!
Email: info@sovereignselect.com | Call: (262) 641-4111
