What should agents do to verify the beneficiary’s intent to enroll?

To ensure that the beneficiary's intent to enroll is verified, agents should confirm this intent before accepting enrollment applications. This step is critical because it establishes clear communication and understanding between the agent and the beneficiary, ensuring that the beneficiary is fully aware of and agrees to the enrollment process. Confirming intent helps to avoid any misunderstandings or potential issues that could arise if a beneficiary believes they are not fully committed or informed about the enrollment.

This proactive approach not only aligns with best practices in customer service but also adheres to regulatory requirements intended to protect beneficiaries and ensure they make informed choices regarding their healthcare plans. By confirming intent, agents can facilitate a smoother enrollment experience and ultimately foster trust and satisfaction among beneficiaries.