Agent Workspace by Informed + Choice
Medicare CRM with electronic SOA tracking
Keep the client record, Scope of Appointment status, follow-up, and signed files in one working view.
Send a private SOA link, see what is waiting or completed, and retrieve the signed record without moving files between a CRM and a separate SOA tool.
Guided demo and approved provisioning. No public price or automatic production signup.
Software for licensed insurance professionals. This page does not offer health insurance coverage, insurance sales, or consumer enrollment services.
One client. One SOA trail.
Your CRM should know whether the SOA is still waiting
Move from the client record to the signed file without rebuilding the same relationship in another product.
- 01
Open the client record
Keep contact details, notes, open work, appointments, and the next action together before starting the SOA.
- 02
Send the electronic SOA
Create a private Scope of Appointment link and send it by text or email. The beneficiary signs from a browser; no app is required.
- 03
See what is waiting
Keep pending and completed SOA work visible beside the client relationship so follow-up does not depend on another dashboard.
- 04
Retain the signed record
Store, retrieve, and export the completed SOA with the client work and supporting files your business needs to keep.
Rendered product proof
Track the SOA from open work to the signed record
These screens come from a synthetic Agent Workspace client. They show the actual connection between current SOA work, retained records, and PDF retrieval without exposing customer information.
Retained record
Open the completed SOA and retrieve the legal record
- Signed status and completion date are visible at a glance.
- Appointment and product scope remain readable with the record.
- Download PDF keeps retrieval one action away.
See the dedicated electronic Scope of Appointment workflow, or review SOA storage and record export for the broader vault.
One working record
Stop handing the client back and forth between tools
A generic CRM can hold contacts. A standalone SOA tool can collect a signature. Agent Workspace keeps the work connected around the client.
Client and follow-up record
Separate:Stored in the CRM
Workspace:Connected to the same client workflow
Electronic SOA link
Separate:Created in a separate form tool
Workspace:Sent from the same account
Pending or signed status
Separate:Checked in another dashboard
Workspace:Visible with open client work
Completed SOA record
Separate:Downloaded and moved manually
Workspace:Searchable, retrievable, and exportable
Access path
Separate:Multiple subscriptions and provisioning steps
Workspace:Guided Essentials demo and approved provisioning
Related agent workflows
Go deeper without creating another disconnected path
Use the broader workspace page for the full product, or follow focused call-recording and SOA resources for connected records, creation, retention, and current timing.
Available through Essentials
See the connected CRM and SOA workflow in a guided demo
Access path
Guided demo and approved provisioning
No public price, free trial, or automatic production signup.
Essentials does not have automatic public signup. We will confirm fit, scope, pricing, and provisioning after the guided demo.
Included in Agent Workspace
- 01 CRM client records, notes, work, and follow-up
- 02 Electronic SOA links by text or email
- 03 Pending and completed SOA status
- 04 Searchable record storage, retrieval, and export
- 05 Medicare Annual Review and quoting workflows
- 06 Business Telephone available separately after launch
Built for individual licensed Medicare and ACA agents. Agency and FMO implementations use a separate rollout process.
Before you start
CRM and electronic SOA questions
Does Agent Workspace combine CRM and electronic SOA tracking?
Yes. Agent Workspace keeps client records, open work, follow-up, electronic Scope of Appointment workflows, and stored records in one account. The goal is to keep the SOA visible as part of the client relationship instead of treating it as an isolated form.
Can I see whether an electronic SOA is still pending?
Yes. The workflow is designed to keep waiting and completed Scope of Appointment work visible so the agent knows when follow-up is needed before the appointment.
Does the beneficiary need to download an app?
No. The beneficiary can open the private SOA link and complete the signer-facing form in a browser on a phone, tablet, or computer.
Can I retrieve or export completed SOA records?
Yes. Completed records are designed to be searchable, retrievable, and exportable so the agent can keep control of the business record and produce it when needed.
Does this replace carrier, FMO, quoting, or enrollment platforms?
No. Continue using carrier, FMO, quoting, and approved enrollment platforms where required. Agent Workspace keeps the client record, SOA work, supporting files, calls, and follow-up connected around those systems.
Does this page offer health insurance coverage or enrollment?
No. This page offers CRM and electronic Scope of Appointment workflow software for licensed insurance professionals. Informed + Choice does not sell or broker health insurance coverage or provide consumer insurance enrollment through this offer.
How do I get access to Medicare CRM with SOA tracking?
Medicare CRM with SOA tracking is available through Informed + Choice Essentials. Request a guided demo so we can understand your workflow needs and plan any approved provisioning. Essentials has no public price, free trial, or automatic signup.
Agent Workspace supports workflow and recordkeeping. It does not guarantee compliance by itself. Licensed agents remain responsible for the current notices, scripts, disclosures, carrier procedures, state rules, and approved enrollment workflows that apply to their business.
The client record and SOA belong together
See the CRM with electronic SOA tracking for yourself
Request a guided Essentials demo, confirm the workflows you need, and plan approved access.
Request an Essentials DemoNo public price, free trial, or automatic production signup.