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We are pleased
to announce Cigna-HealthSpring will no longer require Scope of
Appointment (SOA) forms to be submitted 48-hours prior to a sales
appointment.
- This change is
effective immediately and is consistent with updated Medicare
Marketing Guidelines.
- Cigna-HealthSpring
training and job aids have already been updated to reflect this
change.
Other SOA
guidelines and best practices have not changed:
- While the 48-hour
rule no longer applies, a signed SOA is still required prior to
a sales appointment.
- Agents may only
discuss what is outlined in the signed SOA. If a need
arises to discuss products outside of the previously signed SOA,
then the agent must obtain a newly signed SOA.
- TeleScope is
Cigna-HealthSpring's recommended solution for completing an SOA.
You may place a three-way call with your prospect and our
TeleScope rep by dialing 1.866.398.6055; you will receive a
confirmation number verifying that the SOA has been recorded.
- When faxing in a
Cigna-HealthSpring SOA form, both page one and page two (i.e.,
the reverse side of page one with the legal disclaimer language)
must be submitted to ensure compliance. See attached
sample for more information.
- An SOA must accompany
every application at the time of submission. In the event
that the SOA is missing, Cigna-HealthSpring will immediately
contact the agent to ensure that the SOA is received within 14
days of the application received date.
- If we have not
received a compliant SOA within the 14-day timeframe, a CMS
violation may be issued in the form of a sales development
action or SDAC.
- An SOA is not needed
for a beneficiary to attend a formal or informal Marketing/Sales
Event. An SOA will only be required if the prospect
requests a future individual appointment. The SOA for that
future individual appointment can be completed at the event
(where the prospect made that request).
If you have
any questions regarding the Scope of Appointment process, please
contact the Cigna-HealthSpring Agent Assistance Line (HAAL) at
866.442.7516 or your local Cigna-HealthSpring sales representative.
Thank you for your partnership.
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to authorized personnel. © Copyright 2017 Cigna.
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