Question

You have a scheduled appointment with a Consumer to discuss DSNPs. The consumer has completed the SOA form. Two days before the appointment, the consumer calls and requests to discuss PDP plans, which you are also certified to sell. What should you tell the consumer?

Answer 1

Respond to the consumer by acknowledging their request to discuss PDP plans and affirm your ability and willingness to provide them with the necessary information and assistance during your scheduled meeting.

Step-by-step explanation:

If a consumer has completed an SOA form for DSNPs but later wants to discuss PDP plans, it's important to clarify that as a certified seller of both, you are prepared to discuss the options that best suit their needs. Acknowledge their request and express your willingness to explore PDP plans. You could say: "I'm happy to discuss PDP plans with you during our scheduled appointment. Ensuring that you have the information to make the best choice for your needs is my top priority." This demonstrates professionalism and a commitment to providing personalized service.