>Step Seven: Presenting to the Client

So what I'm going to do now is put you on a brief hold while I sort through the plans in your area so that we can find a plan that may cover your doctors, prescriptions and give you the additional benefits you are entitled to. (Put on Hold.)

Based on the information you have given me we have found a plan in your area that may cover your doctors, medications, and additional benefits. (Plan name, Plan number and cost)

Review Required SOB portion

• Premium
• Part B premium reduction (if applicable)
• Medical deductible (if applicable)
• Part Be Deductible (if applicable)
• Pharmacy Part D deductible and tiers (if applicable)
• Max out of pocket (MOOP)
• Acute inpatient hospital care
• Mental Health inpatient care
• Outpatient hospital care
• Doctor office visits
• Primary care provider
• Specialist
• Preventative care
• Emergency room
• Urgently needed services