This standardized electronic Scope of Appointment form simplifies your first step in customer engagement in the Medicare Advantage and Part D sales process. Plus, capture, save and search your SOAs and other uploaded forms with the Document Locker feature.
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.
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.
Have multiple email signatures pending? Manage and view the status of all forms.
Receive both Electronic Scope of Appointment and Document Locker in one subscription. A great addition when paired with the Market Advisor quoting tools.