Stage 1

Create and send a Scope

Select the Medicare beneficiary and the product categories planned for the appointment. WorldOS creates a secure signing link and preserves the resulting Scope record.

Beneficiary

WorldOS searches your Medicare Registry as you type. If there is no match, keep typing and send the Scope to the new beneficiary.

Initial Method of Contact

This can be adjusted later in the agent-completion section.

Beneficiary Email

Beneficiary Phone

Products planned for discussion

Stand-alone Medicare Prescription Drug Plans (Part D)PDP coverage. Medicare Advantage Plans (Part C) and Cost PlansIncludes Medicare Advantage plan types described on the Scope form. Dental/Vision/Hearing ProductsAdditional non-Medicare benefits. Supplemental Accident and Health ProductsSupplemental event-based benefits. Medicare Supplement (Medigap) ProductsCoverage designed to supplement Original Medicare.

Agent Name

Agent Phone

Delivery

Email secure link Text secure link

A copyable secure link is returned even if a delivery provider is unavailable.

Scope of Appointment

Create and send a Scope

Agent completion required

Scope Documents

Scope of Appointment

Create and send a Scope

Agent completion required

Scope Documents

Complete Scope