Agent Verbatim Read Script (Do Not Paraphrase)
Medicare Advantage & Part D Telesales Disclosure
Recording Disclosure:
“Before we begin, I need to let you know that this call is being recorded for quality
assurance and compliance purposes.”
Agent Identification:
“My name is [Agent Name]. I am a licensed insurance agent. I represent Medicare
Advantage and Prescription Drug Plans from multiple insurance companies, but I do not
represent every plan available in your area.”
Non-Government Affiliation:
“I am not affiliated with the U.S. government, Medicare, or the Social Security Administration.”
Other Plan Availability:
“There may be other Medicare plans available that I do not represent. To review all
available options, you may visit medicare.gov or call 1-800-MEDICARE.”
Scope of Appointment:
“This is a Scope of Appointment, which confirms the Medicare products you have agreed
to discuss with me today. Our discussion is limited to the product types selected,
and there is no obligation to enroll.”
“Your current or future Medicare enrollment status is not affected by this discussion.
If you would like to discuss additional Medicare products in the future, a new Scope
of Appointment would be required.”
Authorized Products:
“Today we are authorized to discuss Medicare Advantage plans, also known as Part C,
and Prescription Drug Plans, also known as Part D, only.”
Telesales Consent:
“This appointment may be conducted by telephone or electronically and may be recorded
in accordance with CMS regulations. Do I have your permission to continue reviewing
Medicare plan options with you today?”
Agent must receive a clear verbal “Yes” before proceeding.
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