VRA & Scope of Appointment Tutorial. America’s 1 st Choice Insurance Company of North Carolina. Introduction.
America’s 1st Choice Insurance Company of North Carolina
With new CMS guidelines for various scope of appointment methods outlined in the recent Medicare Marketing Guidelines issued on 6/4/10, the Plan has updated their procedures for securing an appropriate scope of appointment type. This updated procedure will allow an agent to establish a properly scoped appointment more quickly while providing the clear documentation required by CMS to protect both the beneficiary and the agent.
There are several methods of securing a scope of appointment accepted by CMS as outlined below.
However, the Plan has established a procedure when each is appropriate when writing plan business. Agents must follow the 48 hour waiting periodguideline outlined in Ch. 3 of the Medicare Marketing Guidelines.
VRA is the preferred method for scoping as it will allow the agent to establish an immediate appointment once the VRA is completed and a tracking confirmation is provided (Except when 48 hour cooling off is required). VRA also relieves the agent of securing documentation as everything is handled by the plan once the preliminary request to set up VRA is completed. Please keep in mind that as per CMS guideline, the call should be placed by the plan sponsor and not the agent/broker
Please follow these instructions for conducting a VRA.
If on the second attempt we are unable to contact the beneficiary, we will call you and ask you to try and contact the beneficiary before our third attempt.
Once all three attempts are made, Teledirect will wait for the 24 hours and make a fourth attempt in the morning and a fifth attempt in the evening.
If by the fifth attempt, Teledirect cannot reach the beneficiary it will be considered a non confirmable appointment and you will need to start the process over again.
5. After the confirmation process is complete, Teledirect will return your confirmation number by the method you request (email, text message, phone call or voicemail)or let you know they were unable to get a confirmation for your appointment.