You are completing a PFFS plan sale to Mr. West who is new to Medicare and prefers to be contacted by telephone. As you are finishing up, what should you tell him about the next steps in the enrollment process?
Choose one answer.

a. You should not include Mr. West’s phone number on the enrollment form in case he is on the “Do Not Call” registry.

b. You need to get Mr. West’s phone number and include it on the enrollment form because the PFFS plan will contact him once the organization receives the enrollment form and will ask about the quality of your service. You should not discuss the phone call with Mr. West to avoid influencing his answers.

c. You need to ask Mr. West a few final questions to ensure he understands the nature of the plan and really wants to enroll. You also should tell Mr. Schmidt that after you leave, he should not answer any questions about his enrollment in the plan because it could result in a disenrollment.

d. You need to get Mr. West’s phone number and include it on the enrollment form because the plan must call him after you leave to ensure that he understood the nature of the PFFS plan he selected and to verify his intent to enroll.

Telephone enrollments can be processed if the call was made by the beneficiary and it should be done with their permission for enrollment. The enrollment however, cannot be completed over phone. The salesperson can only confirm the eligibility of the customer for the plan over phone with their interest in the plan.

While finishing the sells call Medicare sales person can only ensure the understanding of the nature of plan by the customer and should make them aware not to entertain an outbound call regarding enrollment from Medicare.