All appointments
Janice Moore · Standard Review
APPT-2027-10081 · 2027-10-29 at 11:00 AM · Phone
Mock data Continue to Enrollment Workspace
Member context
Plan
Medicare Advantage PPO
County
Will
Risk reason
Benefit comparison requested last AEP
Preferred channel
Email
Last touch
2027-09-22
Tenure
2 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
Standard Review
2027-10-29 · 11:00 AM
SOA readiness
SOA · Complete
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.