Thank you for choosing Insurance Resources NW to help with your Medicare and Marketplace Health insurance.

Please read before scheduling an appointment.

The Centers for Medicare & Medicaid Services (CMS), the federal agency for Medicare and the Health Insurance Marketplace, requires consumers to complete a Scope of Appointment or Consent form to get your permission before discussing plans information, so you control the plan discussions. This form is different from any enrollment or application forms you may complete later.

Click on the link to complete the Medicare Intake and Scope of Appointment Form.

Click on the link to complete the ACA Marketplace Intake and Consent Form.

🛡️ It’s Designed to Protect You

This prevents unexpected plan discussions.

You are not pressured into plans you did not request.

It keeps your personal information secure.

🏥 For Medicare Health Insurance

The SOA form simply documents:

Written consent to meet with us.

The types of plans you want to review.

The date of the appointment.

You are not required to enroll or pay any fee.

🌐 For ACA / Marketplace Health Insurance

The consent form authorizes the agent broker to access to your Marketplace account or to start your application.

This allows us to review your eligibility for financial assistance.

You allow us to update or renew your enrollment.

This protects your privacy.

It provides a clear record of your consent.

🤝 What This Means for You

Signing is free, does not commit you, gives permission for help, and protects both you and the agent.

These safeguards ensure you stay in control of your healthcare decisions.

If you have questions, we are happy to explain. You may visit the attached link for more information.

https://www.cms.gov/marketplace/agents-brokers/files/frequently-asked-questions-consumer-consent-application-review-requirements.pdf