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Maria Santos (caregiver) · Prospect Consultation
APPT-2027-11021 · 2027-11-02 at 10:30 AM · Phone
Mock data Continue to Enrollment Workspace
SOA may be required before this appointment
Please complete or document SOA status before discussing specific Medicare products.
Member context
Plan
Prospect — Caregiver inquiry
County
Cook
Risk reason
QR campaign — caregiver researching for parent
Preferred channel
SMS
Last touch
2027-09-27
Tenure
0 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
Prospect Consultation
2027-11-02 · 10:30 AM
SOA readiness
SOA · May be needed
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.