Use this free appointment prep sheet from Senior Broker Trainer Tom O’Neil to get “just the facts, ma’am.”

Based on his 20 years of experience in the field, Tom made his own one-page sheet to supplement the required Scope of Appointment form. Think of it as a quick way to organize what your prospect may need to hear from you during the appointment.

It’s not a CMS violation to collect voluntarily shared, detailed information from a beneficiary prior to that appointment, and because you will appear more professional to your prospect if you do so, this sheet can comfortably fit into your unqiue sales process.

Print a few copies to keep with you this AEP! 

Click here to read Tom’s blog post for more on what to do when Medicare beneficiaries make initial contact with you.

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