What Is a Scope of Appointment for AEP?
What Is a Scope of Appointment for AEP? Every insurance agent knows that compliance is at the heart of a successful Annual Enrollment Period (AEP). But one of the most common areas where agents slip up is with the scope of appointment (SOA). Missing, incomplete, or...
Comprehensive Checklist for AEP Success
Comprehensive Checklist for AEP Success The Medicare Annual Enrollment Period (AEP) moves fast. Clients expect answers, compliance rules change, and competition is fierce. Without a plan, it’s easy to miss opportunities. That’s why every agent needs an AEP checklist....
