[Templates] Scope of Appointment Email Templates & Resources for Medicare Agents

The Scope of Appointment (SOA) form provides beneficiaries with a list of topics they can discuss during their meeting with a Medicare sales agent including Medicare Advantage, Medicare Supplement, and Part D. Use these resources to obtained signed SOAs from prospects and clients.

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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+

Get the Scope of Appointment Resources:

What information is needed on an SOA?

A Scope of Appointment is an opportunity for the beneficiary to select the topics they want to discuss during a meeting with a Medicare agent. It should include an overview of the form, a checklist of plan types, and what the beneficiary's signature means.

Where can I learn more about these regulations?

Read our blog The Medicare Agent’s Guide to Electronic Scope of Appointment Management to learn more about these rules and how your agency can stay compliant. 

Who is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform for health insurance agencies. Agencies utilize AgencyBloc’s industry-specific AMS+ solution to house all their client data and records, like Scope of Appointment forms.