Send it faster
Create a private SOA link and send it by text or email.
Electronic SOA workflow for licensed Medicare agents
Electronic Scope of Appointment for Medicare Agents
Send a private Scope of Appointment link by text or email, let the beneficiary review and sign from their phone, and store the completed SOA in your agent-controlled vault.
Informed + Choice helps licensed Medicare agents create, send, track, store, and retrieve electronic SOAs without chasing paper forms, scanned PDFs, or records trapped inside someone else's system.
Use it before phone appointments, office meetings, in-home visits, educational event follow-up, and field conversations where you need a fast, clean way to document the scope of the Medicare discussion.
Send by text or emailMobile-friendly signingNo app required for signerPending and signed statusReplacement SOA workflowMultilingual signer-facing formsAgent-controlled vaultExportable records
Built for licensed agents using their approved scripts, disclosures, carrier procedures, and enrollment workflows.
Scope of Appointment
Electronic signing workflow
Private link sent
Text or email delivery
Signed on mobile
No app required for the beneficiary
Status updated
Pending or signed tracking
Stored in vault
SOAs, call recordings, documents
Vault record
Create, send, sign, store, retrieve
Why electronic SOA matters
Get the SOA signed without chasing paper
A Medicare sales conversation can move quickly. A beneficiary may be ready to talk by phone. A senior may be sitting with you at an office or community meeting. A prospect may ask about a different product type than originally planned.
Electronic SOA gives you a faster way to create the record, send it to the beneficiary, track completion, and keep the signed form in one place. With Informed + Choice, the SOA is not just something you send. It becomes part of your long-term compliance record.
Know the status
See whether the SOA is pending or signed.
Keep the record
Store the signed SOA in your vault with related call recordings, notes, ACA records, and sales documents.
How it works
How the electronic SOA workflow works
Create the SOA
Start a new Scope of Appointment from your agent account. Select the product types to be discussed and enter the required appointment and contact details.
Send the private link
Send the SOA link by text or email. The beneficiary can open the link from a phone, tablet, or computer.
Beneficiary reviews and signs
The beneficiary reviews the web-based form and signs electronically. No app download is required for the signer.
Track pending or signed status
See whether the SOA is still pending or has been completed, so you are not guessing whether the record is ready.
Store the completed record
The signed SOA is stored in your vault, where it can stay with related call recordings, telephone SOA records, ACA documents, uploaded files, and sales records.
Retrieve or export later
Open, download, and export your records when you need them for a carrier request, agency review, compliance question, complaint response, or internal file check.
Mobile-first
Built for real Medicare sales moments
Medicare conversations do not always happen at a desk. You may be meeting a beneficiary in person, following up after an educational event, working from your phone, or handling a prospect who is ready to talk now but still needs the right SOA record before the discussion continues.
Create the SOA from your phone. Send the link by text or email. Let the beneficiary sign from their own device. Keep the completed record in your vault.
Send it from the field.
Get it signed on the phone.
Keep the record in your vault.
Create SOAs from your phone, tablet, or computer
Send private links by text or email
Signer can complete the form from a mobile device
No PDF printing or scanning
No app required for the beneficiary
Track pending and signed status
Store the completed SOA automatically
Export records if your workflow changes
Replacement SOA
Create a new SOA when the product scope changes
Sometimes the conversation changes. A beneficiary may start by asking about one Medicare product type, then ask to discuss another. When that happens, agents need a practical way to document the updated scope before moving forward.
Informed + Choice makes it easier to create a new electronic SOA, send it quickly, and store the updated record with the rest of the file.
CMS guidance describes Scope of Appointment delivery by signed hard copy, telephonic recording for telephonic appointments, or electronically signed form, and states that a new SOA is required if the beneficiary requests information about a different plan type than previously agreed upon.
Read CMS MCMG.
Start electronic SOA workflow
Create a replacement SOA when the discussion changes
Send the new SOA by text or email
Track whether the updated SOA is signed
Store the original and replacement records together
Keep related call recordings and documents in the same vault
Not just a PDF
A web-based SOA workflow, not just a PDF attachment
PDFs can work, but they often create extra steps. Someone has to download the file, open it, sign it, return it, and then the agent still has to store it somewhere.
Informed + Choice uses a web-based SOA workflow. The beneficiary opens a private link, reviews the form, signs electronically, and the completed record is stored in your vault.
| PDF-based SOA process | Informed + Choice electronic SOA |
|---|---|
| Send an attachment | Send a private link |
| Beneficiary may need to download a file | Beneficiary completes a web form |
| Manual follow-up to confirm signature | Pending and signed status tracking |
| Completed form may sit in email | Signed SOA stored in the vault |
| Files can be scattered | SOAs, recordings, and documents stay together |
| Harder to manage in the field | Built for phone and mobile workflows |
Recorded-line connection
Use electronic SOA with telephone SOA and voice signature workflows
Electronic SOA is not the only way Medicare agents document scope. Some workflows happen by phone. When a telephone SOA or voice signature-style workflow fits your process, Business Line + Vault gives you a telephone SOA and voice signature workflow that can help capture the call record and store it with the related file.
Use electronic SOA when a signed web form is the best fit. Use the recorded line when a telephone workflow is the better fit. Keep both types of records in your vault.
Add a recorded business lineTelephone Scope of Appointment records
Voice signature-style authorization workflows
Recorded beneficiary acknowledgments
Telephonic enrollment-related call records
Call recordings connected to SOAs
Long-term storage and export
Multilingual forms
Support beneficiaries in their preferred language
When the signer-facing experience is easier to understand, the SOA is easier to complete.
Informed + Choice supports multilingual signer-facing form workflows so agents can send Medicare SOAs in supported languages without rebuilding the process manually.
Platform dashboard available in English. Signer-facing form workflows support selected languages.
View multilingual Medicare SOA and ACA formsSigner-facing forms in supported languages
Useful for multilingual households
Private links by text or email
Mobile-friendly signing experience
Completed records stored in the same vault
Medicare SOA and ACA form support in one account
Agent-controlled storage
Keep your SOAs under your control
Many Medicare agents rely on tools provided by FMOs, carriers, CRMs, quoting platforms, and enrollment systems. Those tools can be useful, but your long-term records should not be trapped in a system you may stop using.
SOA Vault gives independent agents and agencies a separate place to keep signed SOAs, telephone SOA records, call recordings, ACA consent records, eligibility review documentation, uploaded files, and historical documents.
Use your existing tools for quoting and enrollment. Use Informed + Choice as an agent compliance vault for Medicare and ACA records.
Your clients.
Your records.
Your vault.
Agent-controlled SOA storage
No CRM bloat
No FMO lock-in
Store SOAs with call recordings and sales files
Upload historical SOAs and documents
Export records if your business changes
Use alongside your current Medicare sales tools
Security and retrieval
Secure storage matters. Fast retrieval matters more.
The value of an SOA record is not just that it was signed. The value is being able to find it later.
Instead of searching through email, desktop folders, PDFs, carrier portals, and old CRM notes, keep the signed SOA with the rest of the file.
Protected vault
Keep SOAs and related records in a secure agent account instead of scattered across email and consumer file-sharing tools.
Searchable records
Find completed SOAs, pending records, uploaded documents, and related files from one place.
Record history
Keep important record details together, including form status, signing events, timestamps, and related files.
Exportable files
Download and export records if you change CRMs, agencies, FMOs, phone systems, or workflows.
Related document storage
Store SOAs with call recordings, ACA consent records, eligibility review documentation, uploaded PDFs, and sales files.
Fits your stack
Use it beside your quoting, CRM, and enrollment tools
Informed + Choice does not have to replace your current workflow. Keep using the quoting tools, enrollment platforms, carrier portals, FMO systems, or CRM software that already work for your business.
Use SOA Vault as the record layer: create the SOA, send the link, collect the signature, store the record, and keep it available when you need it.
Works alongside your current tools
Built for independent agents and agencies
No need to buy a full CRM just to manage SOAs
Useful during AEP and off-season record storage
Medicare and ACA records in the same account
Upgrade to Business Line + Vault when you want call recording
Pricing
Simple pricing for electronic SOA and vault storage
SOA Vault
$9.99/month
For agents who want electronic SOA, ACA document storage, historical record imports, and long-term vault access without a recorded business line.
- Electronic Scope of Appointment workflow
- Send SOA links by text or email
- Mobile-friendly signing
- Pending and signed status
- Replacement SOA workflow
- SOA storage
- ACA consent and eligibility review record storage
- Uploaded documents and PDFs
- Historical file imports
- Record export
- Cancel any time
Business Line + Vault
$39.99/month
For agents who also want a dedicated recorded business line with automatic call recording.
- Dedicated recorded business line
- Automatic call recording
- Call recordings stored in your vault
- Telephone SOA recordkeeping
- Voice signature-style workflows
- Telephonic enrollment record storage
- Call recordings connected to SOAs and sales files
- Off-season downgrade option
Record control
Electronic SOA without giving up record control
Many Medicare platforms offer electronic SOA features. The difference is where the record lives and how easily you can retrieve it later. Informed + Choice is built for agents who want a focused, portable, agent-controlled record workflow.
| Embedded SOA inside another platform | Informed + Choice SOA Vault |
|---|---|
| SOA tied to a CRM, FMO, or quoting platform | SOA stored in your agent-controlled vault |
| May be hard to access after switching tools | Exportable records |
| Built around a larger system | Focused compliance record workflow |
| Call recordings may live elsewhere | Store SOAs with call recordings and documents |
| May not support your whole Medicare and ACA record process | Medicare SOA, ACA consent, eligibility review, recordings, and uploads in one account |
Related workflows
Related agent compliance workflows
Telephone SOA and voice signature workflows
Capture telephone SOA records, voice signature-style authorizations, and enrollment-related call records by recorded call.
View workflowBusiness Line + Vault
Add a dedicated recorded business line with automatic call recording and vault storage.
View workflowACA consumer consent and eligibility review tools
Store ACA consumer consent, eligibility application review records, Marketplace files, and related call recordings.
View workflowAgent Compliance Vault
Keep SOAs, ACA records, call recordings, uploaded documents, and historical files in one agent-controlled vault.
View workflowFAQ
Electronic Scope of Appointment FAQ
What is an electronic Scope of Appointment? +
An electronic Scope of Appointment is a digital Medicare SOA workflow that lets the beneficiary review and sign the SOA electronically instead of signing a paper form.
Can I send an SOA by text or email? +
Yes. You can create a private SOA link and send it by text or email. The beneficiary can open the link and complete the form from a phone, tablet, or computer.
Is the SOA just a PDF? +
No. The signer uses a web-based form workflow. After the beneficiary signs, the completed SOA can be stored in your vault.
Does the beneficiary need to download an app? +
No. The beneficiary can complete the signer-facing form from a browser on their phone, tablet, or computer.
Can I see whether the SOA is pending or signed? +
Yes. The workflow is designed so agents can track whether the SOA is still pending or has been completed.
What happens if the beneficiary wants to discuss a different product type? +
You can create and send a new SOA, then store the updated record in the vault with the rest of the file.
Can I use this for telephone SOA or voice signature workflows? +
Electronic SOA works alongside telephone SOA and voice signature-style workflows. If you need a recorded line, use Business Line + Vault to capture and store call recordings with the related records.
Can I store call recordings with the SOA? +
Yes. With Business Line + Vault, call recordings can be stored in the same vault with SOAs, ACA records, telephonic enrollment records, and supporting documents.
Does this work for ACA records too? +
Yes. The same vault can store ACA consumer consent records, eligibility application review documentation, uploaded files, and related call recordings.
Are multilingual forms available? +
Signer-facing forms can be provided in supported languages. This is useful for agents working with multilingual households.
Does this replace my CRM or enrollment platform? +
No. Informed + Choice is designed to work beside your current quoting, CRM, FMO, carrier, and enrollment tools. It focuses on the SOA and recordkeeping layer.
Can I export my SOA records? +
Yes. Records are designed to be exportable if your business changes or you move to another workflow.
Does electronic SOA guarantee compliance? +
No software can guarantee compliance by itself. Informed + Choice provides electronic form, storage, retrieval, and export workflows. Agents remain responsible for using the scripts, disclosures, carrier procedures, state rules, and enrollment workflows that apply to their business.
For official source context, see CMS's Medicare Communications and Marketing Guidelines and 42 CFR 422.2264. Always follow current CMS rules, carrier guidance, state rules, and agency compliance procedures.
Start with the signed record
Send the SOA faster. Keep the record longer.
Create electronic SOAs, send private links by text or email, track pending and signed status, and store completed records in your agent-controlled vault.
Add Business Line + Vault when you also want automatic call recording, telephone SOA recordkeeping, voice signature workflows, and telephonic enrollment call storage.