CMS requires agents to obtain consumer authorization on a Scope of Appointment form. This form attests to what will be discussed during the meeting, including essential details such as prescriptions, pharmacy choice, and providers. By gathering this information, agents can better align Medicare beneficiaries with the plans that best meet their needs.

In accordance with CMS regulations, agents are required to obtain a consumer's consent before assisting them with marketplace qualified health plan options. This step is crucial to ensure that consumers are fully informed and comfortable with the process. Additionally, reviewing important information such as prescriptions and preferred providers is essential in helping customers select the right health plan that meets their needs. Taking these precautions will ensure a smoother and more effective enrollment experience.