Your client, alexis jones, calls you on december 4th about changing her medicare advantage plan during the annual election period which ends december 7th. what should you do?
a. complete a scope of appointment (soa) during the call and indicate that they will meet to discuss medicare advantage plans during an appointment the following day.
b. wait at least 12 hours before completing a scope of enrollment (soa) to comply with the mandatory cooling off period.
c. inform alexis that due to new rules, you can no longer meet with her until the beginning of the following years open enrollment period on october 15th.
d. complete a scope of appointment (soa) during the call and wait at least two days (48 hours) before meeting with alexis.
