Before signature
Create a branded page and send a personal or client-specific SOA link.
Comparison guide
Google Drive vs. Electronic SOA: storage folder or complete signing workflow?
Google Drive is useful general-purpose storage. Electronic SOA is a focused workflow for creating, sending, signing, tracking, and retrieving Medicare Scope of Appointment records.
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan.
The practical difference
A folder can hold the finished PDF. It does not create the SOA workflow.
A manual system can work when the agent consistently creates the form, arranges the signature, names the file, uploads it, records the status, and can find it later. Electronic SOA combines those steps around the actual record.
During signature
Give the beneficiary a mobile-friendly electronic signing experience.
After signature
Track completion and retrieve the completed SOA under the agent account.
Side-by-side comparison
| Area | Google Drive | Electronic SOA |
|---|---|---|
| Primary purpose | General file storage and collaboration | Electronic Medicare Scope of Appointment workflow |
| Create an SOA | Use a separate form or document process | Create and send the SOA from the focused product |
| Agent branding | Build and maintain your own templates | Use your agent profile, logo, headshot, and branded page |
| Client delivery | Share a document or file link manually | Send a personal or client-specific signing link |
| Electronic signature | Requires a separate signing tool or manual process | Included in the SOA workflow |
| Completion status | Track manually through filenames, email, or a spreadsheet | See pending and completed SOA requests |
| Completed record | Upload and name the finished file yourself | Completed SOA is stored under the agent account |
| Lookup and download | Depends on folder and naming discipline | Search, retrieve, and download the completed SOA |
| Public price | Depends on the Google Workspace plan and any extra tools | $9.99/month for Electronic SOA |
Available now
Electronic SOA
$9.99/month
Focused self-service signup for SOA creation, signing, status, and completed records.
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Essentials phone features
Calling is included in Essentials
Use just the phone features or the wider workspace with the same Essentials signup, price, and access. Includes app calling and optional incoming cell backup: 100 trial minutes, then 1,500 minutes per month.
Start your 30-day free trialSelf-service signup
Essentials
$29.99/month after trial
For broader CRM, quoting, Annual Review, websites, events, electronic forms, calling, and record workflows. Start with a 30-day free trial. Card required at checkout. One trial per NPN.
Start your 30-day free trialFAQ
Google Drive and Electronic SOA questions
Can I store completed SOAs in Google Drive?+
Yes. Google Drive can store PDFs and other files. The difference is that the agent must create, sign, name, upload, organize, and track those records through separate tools or manual processes.
What does Electronic SOA add beyond file storage?+
Electronic SOA adds an agent-branded page, personal and client-specific links, electronic signatures, completion tracking, completed-record storage, lookup, and download in one focused workflow.
How much is Electronic SOA?+
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan. Renews monthly until you cancel. Cancel before the trial ends to avoid the first charge. If you have already used the trial, review and accept paid signup before continuing.
Does the $9.99 product include CRM, quoting, or telephone?+
No. Electronic SOA is a focused product. Essentials includes CRM, quoting workflows, Annual Review, websites, events, business calling, and broader record tools. It is $29.99/month after a 30-day free trial, with a card required at checkout and one trial per NPN.
Does Electronic SOA replace my document-retention policy?+
No. Agents remain responsible for the retention rules, carrier and agency procedures, privacy obligations, and approved workflows that apply to each record.
Move from a folder to a focused electronic SOA workflow
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan.
Get Electronic SOA — $9.99/month