What is Scope of Appointment?

• A. A form listing all products available for discussion, generated at appointment
• B. A list of meeting attendees
• C. The agreement obtained from the consumer no less than 48 hours prior to start of appointment that identifies the scope of products that can be discussed
• D. A contract between the vendor and health plan about service delivery

Answer: (C)

Scope of Appointment is the written agreement set up before a plan discussion that specifies which product categories can be talked about during that appointment. The key point is that the consumer signs this agreement no less than 48 hours before the meeting, identifying exactly which products may be discussed. This protects the consumer by keeping conversations focused on approved topics and helps ensure compliance with marketing and enrollment rules. It isn’t about attendees, nor about a contract between the vendor and health plan, nor a form generated at the appointment listing all possible products.