Agent Daniel Webber has properly set up a sales appointment to meet with client Edward Young at Agent Webber’s office. At the agreed upon appointment time, Mr. Young arrives with his elderly neighbor – Clara Burton, who wants to learn about her Medicare Advantage options. What should Agent Daniel Webber do?
Agent Daniel Webber has properly set up a sales appointment to meet with client Edward Young at Agent Webber’s office
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After executing a scope of appointment (SOA) with Clara Burton, meet with Edward Young and Clara Burton to discuss their Medicare Advantage options.