Obtaining the Scope of Appointment from Medicare Beneficiaries
A signed Scope of Appointment form creates a contract between each Medicare beneficiary and the Medicare insurance agent, dictating what types of plans they'll cover during their meeting.
The Scope of Appointment (SOA) form is one of the most important forms to obtain for Medicare insurance agents. It's required for every beneficiary, regardless of whether they're a prospect or a client, and is required each year. Additionally, all signed SOA forms must be stored and easily accessible for a minimum of 10 years.
Utilize these Scope of Appointment resources to efficiently obtain signed SOA and ensure your agency maintains compliance with CMS regulations. Leverage the built-in compliance tools in AMS+ to manage Scope of Appointment records effortlessly. Using AMS+, your team can:
- Generate unique Scope of Appointment forms in English and Spanish
- Electronically send the form to the contact
- Automatically attach the signed form to the contact's profile in AMS+