What should you do when Jaime calls about changing her Medicare Advantage plan during the election period?

When Jaime calls about changing her Medicare Advantage plan during the election period, completing a scope of appointment and scheduling a meeting is the correct approach because it ensures that you follow the necessary regulatory protocols. The scope of appointment form is a critical document that confirms the beneficiary's consent to discuss specific plan options in an in-person or telephonic meeting. This ensures compliance with Medicare's rules for outreach and protects both the beneficiary's and the agent's interests during the consultation process.

Scheduling a meeting allows for a thorough discussion of the options available to Jaime, tailoring the conversation to her specific needs and circumstances, and ensures she understands her choices during the election period. This personalized interaction is key in providing the support required for making informed decisions about her healthcare coverage.