Built for licensed Medicare agents
Informed + Choice helps licensed Medicare agents create, capture, store, and retrieve the records that support Medicare sales workflows.
Send electronic Scope of Appointment forms by text or email. Use a recorded business line for telephone SOA, voice signature workflows, and telephonic enrollment records. Store call recordings, SOAs, uploaded files, and supporting sales documents in one agent-controlled vault.
Use your existing quoting, CRM, carrier, FMO, and enrollment tools. Use Informed + Choice to keep the compliance record layer organized and portable.
Built for licensed agents using their approved scripts, disclosures, carrier procedures, state recording notices, and enrollment workflows.
Medicare record layer
SOA captured
Electronic link or recorded telephone workflow
Call recorded
Business Line + Vault workflow
File stored
SOAs, recordings, notes, uploaded documents
Record retrieved
Search, download, export when needed
Agent-controlled vault
Keep the compliance record layer beside your sales stack.
Workflow paths
Start with the workflow that solves your immediate problem. Add the rest as your process grows.
Medicare call recording and secure record storage
Get a dedicated recorded business line with automatic call recording and secure vault storage for Medicare sales calls, telephone SOA workflows, voice signature records, telephonic enrollment calls, and supporting documents.
Send, sign, track, and store SOAs
Create a private Medicare Scope of Appointment link and send it by text or email. The beneficiary can review and sign from a phone, tablet, or computer through a web-based signing workflow.
Recorded telephone authorization workflows
When a telephone workflow is the right fit, use a recorded business line to capture a telephone Scope of Appointment, voice signature-style authorization, beneficiary acknowledgment, or enrollment-related call record.
Blue Button and Part D medication context
When plan review requires additional context, use patient-authorized Medicare data workflows to help reduce manual intake and support cleaner plan conversations.
How it fits
A Medicare sales workflow usually creates more than one record. Informed + Choice helps agents keep those records connected.
Send an electronic SOA by text or email, or use a telephone SOA workflow when your process supports a recorded call.
Use your approved scripts, carrier procedures, disclosures, and enrollment workflow. If you use Business Line + Vault, the call can be recorded and stored.
If the beneficiary wants to discuss a different product type, create a new electronic SOA or capture the updated telephone record through your workflow.
Keep the SOA, call recording, telephone authorization record, telephonic enrollment record, uploaded files, and supporting sales documents in the vault.
Open, download, and export records when you need them for a carrier request, agency review, complaint response, compliance question, or internal file check.
Electronic SOA
Send a private Scope of Appointment link by text or email and let the beneficiary sign from their phone.
This is not just a PDF attachment. It is a web-based signing workflow built for real Medicare sales situations: phone appointments, office meetings, field visits, educational event follow-up, and conversations where the product scope changes.
Agents can create the SOA, send the link, track whether the form is pending or signed, and store the completed record in the vault.
Send it faster.
Get it signed from the field.
Keep the record under your control.
Telephone workflow
Some Medicare workflows happen by phone.
When your process supports a telephone Scope of Appointment or voice signature-style workflow, a recorded business line can help you capture the call and store the recording with the related Medicare sales record.
Use your approved script and required disclosures. Then keep the telephone SOA, voice signature record, call recording, enrollment-related file, and supporting documents together in the vault.
View Telephone SOA and Voice Signature WorkflowsMedicare call recording
Recording the call is only the first step. Agents also need a practical way to store the recording, connect it to the right client file, retrieve it later, and export it if their workflow changes.
Business Line + Vault gives licensed agents a dedicated recorded business line with automatic call recording and secure vault storage.
Use it for Medicare sales calls, telephone SOA workflows, voice signature records, telephonic enrollment-related calls, and supporting documents.
Telephonic enrollment
When telephonic enrollment is available through your approved enrollment process, the enrollment call record should not live in a disconnected phone dashboard.
Use Business Line + Vault to capture and store enrollment-related call records with the related SOA, plan documents, uploaded files, and supporting sales records.
The goal is simple: the call and the supporting file should stay together.
Informed + Choice supports the recordkeeping workflow. Agents remain responsible for using the scripts, disclosures, notices, and enrollment procedures required for their approved process.
Agent Compliance Vault
Medicare records are easy to scatter. One SOA may be in email. A call recording may be in a phone system. An enrollment note may be in a CRM. A supporting document may be in Google Drive. A signed form may be inside an old FMO or carrier tool.
The Agent Compliance Vault gives licensed agents one place to organize the records that support Medicare sales workflows.
Store electronic SOAs, telephone SOA records, voice signature records, call recordings, telephonic enrollment records, uploaded documents, historical PDFs, and supporting sales files in one account.
Keep SOAs, call recordings, and documents organized so they are easier to retrieve later.
Store the call recording with the SOA, enrollment-related file, uploaded documents, and sales notes.
Upload older SOAs, PDFs, call recordings, and supporting files so prior records are not stranded.
Download and export your files if you change CRMs, agencies, FMOs, phone systems, or workflows.
Keep your long-term records under your account instead of depending entirely on a carrier, FMO, CRM, or phone vendor.
Medicare intake
Some agents also need better intake data before plan review.
When appropriate, Informed + Choice can support patient-authorized Medicare data access so agents can reduce manual data entry and start plan conversations with cleaner coverage and medication context.
Use these tools when they help your process. Keep the core workflow simple: capture the record, store the record, and retrieve the record when needed.
Use Medicare Intake ToolsMultilingual forms
A clearer signer-facing form experience can reduce confusion and help beneficiaries complete the record more smoothly.
Informed + Choice supports multilingual signer-facing form workflows for Medicare SOA and related agent documentation. Agents can send private links while the beneficiary reviews the form experience in a supported language.
Platform dashboard available in English. Signer-facing form workflows support selected languages.
View Multilingual FormsIndependent-agent control
Independent Medicare agents often use multiple systems: carrier portals, FMO tools, quoting platforms, enrollment systems, CRMs, phone vendors, email, and file storage.
Those tools can be useful, but your long-term compliance records should not be trapped in a system you may stop using.
Informed + Choice gives agents a standalone record layer for the files that support their book of business.
Use your existing tools for quoting and enrollment.
Use Informed + Choice to keep the record.
Pricing preview
Start with the workflow you need now. Add the recorded line when call recording becomes part of your process.
$39.99/month
For agents who want a dedicated recorded business line with automatic call recording and secure vault storage.
$9.99/month
For agents who want electronic forms, record storage, historical uploads, or off-season access without keeping the recorded line active year-round.
AEP preparation
AEP gets busy quickly. The agents who are ready before the season starts usually have a cleaner process for SOAs, call recording, enrollment records, document storage, and record retrieval.
For CY2027, CMS finalized removal of the 48-hour waiting period between SOA completion and a personal marketing appointment, while keeping the requirement that the SOA be agreed upon and recorded before the appointment. CMS also explained that removing the delay allows beneficiaries to learn about plan products in real time rather than coming back 48 hours later.
That makes the workflow even more important: agents still need a practical way to capture the SOA, update the scope when needed, record telephone workflows, and keep the file organized.
Set up your Medicare record workflowAlways follow current CMS rules, carrier guidance, state recording-consent laws, agency procedures, and the requirements that apply to your operating period. Read the Federal Register final rule.
Resources
Use these pages to go deeper into each workflow.
Learn how CY2027 separates Medicare marketing and sales call retention from telephonic enrollment record retention.
Medicare enrollment recording retentionSend SOA links by text or email, track pending and signed status, create replacement SOAs, and store completed records in your vault.
Electronic Scope of Appointment for Medicare agentsCapture the SOA before the final carrier recommendation is clear, then retain, upload, attach, or produce the record based on the receiving carrier workflow.
Carrier-neutral SOA workflow for Medicare agentsUse a recorded business line when a telephone Scope of Appointment or voice signature-style workflow fits your process.
Telephone SOA and voice signature workflowsSee how a recorded business line, automatic call recording, and secure vault storage fit Medicare and ACA sales records.
Call recording for insurance agentsReview which Medicare calls need to be recorded, how CY2027 changes marketing and sales call retention, and why enrollment records remain separate.
Medicare call recording requirements for agentsCompare one-party and all-party consent rules for recorded insurance calls in California, Florida, Texas, New York, Pennsylvania, Massachusetts, Illinois, and Washington.
State call recording laws for insurance agentsKeep SOAs, call recordings, ACA records, uploaded files, and historical records in one agent-controlled vault.
Agent compliance vault for Medicare recordsKeep access during the off-season to stored SOAs, call recordings, ACA records, uploaded documents, historical files, and exportable records.
Keep access during the off-seasonStore ACA consumer consent, eligibility application review records, Marketplace files, and related call recordings.
ACA consumer consent and eligibility review toolsUnderstand consumer consent, eligibility application review documentation, HealthCare.gov records, and the 10-year Marketplace retention workflow.
ACA consent documentation guide for agentsReview the 2027 final-rule changes for SOA timing, educational events, TPMO disclaimer timing, and Medicare call retention.
CY2027 Scope of Appointment rule changesFederal Marketplace rules require agents and brokers assisting through Federally-facilitated Exchanges to document eligibility application review and maintain those records for at least 10 years; the regulation also describes electronic signatures and audio-recorded verbal confirmations as examples of acceptable record-producing actions. Read 45 CFR 155.220.
FAQ
Informed + Choice supports electronic Scope of Appointment, telephone SOA, voice signature workflows, Medicare call recording, telephonic enrollment record storage, uploaded sales documents, Blue Button intake, Part D medication context, and secure vault storage for agent records.
Yes. Agents can send a private electronic SOA link by text or email. The beneficiary can open the link, review the form, and sign from a phone, tablet, or computer.
No. The electronic SOA workflow is a web-based form experience. The signed record can be stored in your vault with related call recordings and documents.
Yes. When your Medicare workflow supports a telephone SOA, you can use a recorded business line to capture the call and store the recording with the related sales record.
A voice signature workflow is a recorded telephone process where the beneficiary authorization, acknowledgment, or confirmation is captured on the call. Business Line + Vault gives you the recorded line and vault storage layer for that record.
Yes. When telephonic enrollment is available through your approved enrollment process, you can use the recorded line to capture and store the enrollment-related call record with the related SOA and sales documents.
Yes. Calls handled through the Business Line + Vault workflow are automatically recorded and stored when recording is permitted and any required notice or consent workflow is satisfied. Agents should also review state call recording laws for insurance agents.
Yes. The vault is designed to store electronic SOAs, telephone SOA records, call recordings, telephonic enrollment records, uploaded files, and supporting sales documents together.
Yes. When the beneficiary wants to discuss a different product type, you can create a new SOA or capture an updated telephone record through your workflow and store it with the rest of the file.
No. Informed + Choice is designed to work beside your current quoting, CRM, carrier, FMO, agency, and enrollment tools. It focuses on the compliance record layer.
Blue Button and RX tools can help agents gather patient-authorized Medicare data, including coverage and medication context, when that information supports plan-review preparation.
No. Informed + Choice is not an insurance agency and does not sell insurance. The platform provides software tools for licensed agents, agencies, and healthcare organizations.
No. The platform is designed to store agent records so agents can retrieve them when needed. Your leads, prospects, clients, and records remain your business.
Yes. Recordings and documents are designed to be exportable if your workflow changes.
No software can guarantee compliance by itself. Informed + Choice provides workflow tools for recording, storing, organizing, retrieving, and exporting records. Agents remain responsible for following applicable CMS rules, carrier requirements, state recording laws, agency procedures, and approved enrollment workflows.
Before the busy season
Send electronic SOAs. Capture telephone SOA and voice signature records. Record Medicare sales calls. Store telephonic enrollment records, uploaded files, and supporting sales documents in one agent-controlled vault.
Start with Business Line + Vault when you need automatic call recording, or start with Vault Only when you need electronic forms and record storage.
Built for licensed Medicare agents. Use your approved scripts, disclosures, state recording notices, carrier procedures, and enrollment workflows.