Scope of Appointment
For a Sovereign Select agent to compliantly meet with you we must collect a Scope of Appointment form at least 48 hours prior to our meeting time. This allows us to relay Medicare Advantage, Part D and other related health plan information to you during our meeting.
Please Initial and Sign the below document to satisfy the Scope of Appointment requirements. Once complete, you will receive an email with a copy of this form.
Looking forward to our meeting!
