Before conducting an in-home sales presentation, what must you do regarding the prospective client's consent?

• A. Obtain and document permission to visit, along with the client's interest in the specific products you will present.
• B. Provide a copy of the enrollment form to sign at the door.
• C. Verify the client's age and address only.
• D. Have the client sign a non-disclosure agreement.

Answer: (A)

Before an in-home sales presentation, securing consent to both enter and discuss products is essential. You should obtain and document permission to visit and the prospective client’s interest in the specific products you plan to present. This ensures the client consents to the encounter, sets clear expectations for what will be talked about, and shows you’ll tailor the discussion to what they actually want. It also creates a record that supports a respectful, non-coercive interaction.

Other approaches miss this core step. Simply verifying age and address doesn’t establish consent to visit or to discuss products. Asking for an enrollment form to sign at the door can pressure the client or skip the necessary upfront agreement. A non-disclosure agreement is unnecessary for routine consumer health plan conversations and would create undue barriers.