Electronic Scope

This standardized electronic Scope of Appointment form simplifies your first step in customer engagement in the Medicare Advantage and Part D sales process.

Capture. Save. Search.

Ensure you meet all industry retention standards. Get access to a standardized electronic storage and recovery repository for your Scope of Appointment forms.

Plus, you can upload, organize and manage other paper SOAs, related documents, or notes for each customer’s file. .

  • Electronic SOA

    Create a seamless customer experience with this natural lead into your MA and PDP quoting.

  • In-person or Email Signature

    Fill out the form alongside your client, or allow them to complete via the email signature process.

  • Document Management

    Have multiple email signatures pending? Manage and view the status of all forms.cription goes here.

Subscription Pricing

$150/year

Receive both Electronic Scope of Appointment and Document Locker in one subscription.

A great addition when paired with the Market Advisor quoting tools.

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