All appointments
Doris Whitman · Premier Review
APPT-2027-10046 · 2027-10-11 at 1:00 PM · Video
Mock data Continue to Enrollment Workspace
Member context
Plan
Medicare Advantage PPO
County
DuPage
Risk reason
Premium increase signal + Rx sensitivity
Preferred channel
Email
Last touch
2027-09-20
Tenure
7 years
Talking points
- Confirm current plan year and renewal context.
- Review provider and pharmacy alignment for the upcoming year.
- Walk through prescription coverage and any tier changes.
- Surface dental/vision/hearing supplemental options only if the member asks.
- Capture any service issues or open concerns.
- Confirm preferred follow-up channel and timing.
Agent notes
Start the appointment
Premier Review
2027-10-11 · 1:00 PM
SOA readiness
SOA · Sent to member
Required documents
Compliance reminders
- • Discuss only topics the member chooses to cover.
- • Do not pressure or imply required action.
- • Document SOA status before product discussion.