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    Running An Appointment

    Running An Appointment

    Created
    Mar 19, 2025 5:15 PM
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    Set, run and close appointments whether over the phone or in-person

    Setting appointments

    • Example scripts
    • Recommended video 1
    • Recommended video 2

    Holding appointments

    How to Run an Effective In-Person Consultation/Appointment

    In-Person Consultation.pdf3 MB

    Running an Effective Telephonic Appointment

    Effective Telephonic Enrollment.pdf2.7 MB

    Helpful Resources

    Running an Appointment (script)

    Consultation Form.pdf113.4 KB

    Needs Analysis (1-pager)

    Late Enrollment Calculator

    Training Materials

    Step By Step Humana Videos(19 resources) Video Walkthrough

    Training Slide Deck Phone Etiquette

    UHC Enrollment Process194.9KB

    Useful Spark Pages

    SOA (Scope of Appointment)SOA (Scope of Appointment)

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    Advanced: Medicare Supplements

    Med Sup Underwriting Explanation

    📚Explaining Medigap plan types👉🏽Selecting a Medigap plan
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