Stop paying $55/mo for CRM bloat just to stay CMS-compliant. SOA Vault creates, e-signs, and stores digital Scope of Appointment forms and telephonic SOA call recordings in military-grade 10-year WORM storage — fully compliant with the 48-hour rule and CY2026 Medicare Marketing Guidelines. Also handles ACA Consent for Assistance and Eligibility Review forms.
Start at $9.99/month — rate locked and guaranteed for a decade. Prices increase as AEP approaches.
No contracts. Cancel anytime.
Share SOA Vault with an agent or agency
Designed strictly for Medicare compliance & audit readiness
Whether you are a solo agent, part of an independent agency, or managing compliance across a Field Marketing Organization — SOA Vault scales with you.
One login, unlimited digital SOA e-signatures, and a personal 10-year compliance vault that meets the CMS record retention requirement.
Equip every agent with E-SIGN Act compliant digital SOA tools and HIPAA compliant storage — no bulky CRM required.
Offer your downline affordable Medicare compliance software with CMS 10-year record retention and HIPAA compliant audio storage — reducing E&O risk across your network.
Fill out a quick form, send a secure link via text or email, your client signs, and the document is automatically stored for 10 years in military-grade WORM storage. Works for Scope of Appointment (SOA), CMS Consent for Assistance, and Eligibility Application Review forms.
Step 1
Choose a Scope of Appointment, CMS Consent for Assistance, or Eligibility Application Review form, fill in the details, and send the secure link. Tap "Text from My Phone" to open your native SMS app, or copy the link into an email. Either way — sent from you, not a random system.
Step 2
They click the link, see large text, type their name, and hit Submit. No apps to download, no accounts to create. Forms can be sent in multiple languages, and the CY2026 Multi-Language Notice of Availability is included automatically.
Step 3
The PDF is generated with E-SIGN Act audit trail data (IP address, timestamp) and locked in military-grade WORM storage. Stop risking your license on Google Drive and Zapier — your compliance documents are instantly searchable for 10 years and always ready if CMS comes knocking.
Audit-Ready SOA Timeline
Every SOA event is captured as it happens, so when CMS or a carrier asks for proof, you can show a clean timeline immediately instead of rebuilding records from folders and screenshots.
Watch how a Medicare agent creates, sends, and stores a CMS-compliant digital Scope of Appointment form in under two minutes.
Right now, your past SOAs and phone recordings are probably scattered across desktop folders, Dropbox, or Google Drive. If CMS requests a file from three years ago, how long will it take you to find it?
SOA Vault lets you securely bulk-import all your previously created SOAs and audio recordings into one centralized, searchable location. Be compliant. Be organized. Be ready.
Decoupled Compliance Architecture
SOA Vault is designed for a decoupled compliance architecture. Continue using your FMO's Sunfire, Connecture, or MedicareCENTER platforms for quoting and submitting applications. But keep your critical SOAs, ACA consent and eligibility review forms, and 10-year call recordings in your own independent, military-grade vault. If you ever change FMOs, your compliance data stays with you — no FMO lock-in.
Read more: Why Decoupled Compliance Architecture Matters
Switch FMOs without losing a single SOA or call recording. Your compliance vault is yours, not your upline's.
Your compliance records live in your vault — not inside a platform you don't control. True data ownership for independent agents.
Quote on Sunfire. Enroll on Connecture. Manage clients in your CRM. Store compliance in SOA Vault. Each tool does what it does best.
16 Languages Built In
Send SOA and ACA consent forms in Spanish, Chinese, Vietnamese, Korean, Arabic, and 11 more languages. The entire signing experience is translated — no work required by the agent.
Also from Informed + Choice
SOA Vault handles compliance storage. Our agent platform handles everything upstream — Blue Button consent, automatic Part D medication imports, and coverage-aware Medicare intake workflows. Use them together or separately.
A failed CMS audit can cost you your license, your book of business, and years of commission income. Full compliance protection costs less than a single lunch per month.
The risk of no vault
$25,000+
Potential fines, lost commissions, and license suspension from a failed CMS audit
The cost of protection
$9.99/mo
Unlimited SOAs, e-signatures, call recordings, and 10-year tamper-proof storage
Full compliance. No bloat. No contracts.
Rate locked & guaranteed for 10 years
Sign up now and keep $9.99/mo even after prices increase for AEP. No contracts — cancel anytime.
That's $119.88/year for full CMS audit protection. Less than one compliance fine.
Why SOA Vault
You don't need a $100/month CRM or a generic e-signature tool to stay compliant. See how SOA Vault compares.
$9.99/mo — Unlimited
$10–$40/mo (Often limited sends)
$45–$135+/mo
Common questions from Medicare agents about SOA Vault.
No. SOA Vault is an independent alternative to FMO enrollment platforms specifically for SOA and audio management. It is a complementary system. You use your FMO platforms to quote, and you use our $9.99/mo vault to permanently secure your compliance data, ensuring true agency portability.
When you generate a Scope of Appointment, Consent for Assistance, or Eligibility Review form, we give you a secure link. Click "Text from My Phone" to open your native messaging app (iMessage / Android Messages), or copy the link and paste it into an email. Either way, it comes from you — not an automated system number. Seniors trust messages from people they know.
Yes. In addition to the standard Scope of Appointment (SOA), SOA Vault supports the CMS Consent for Assistance form and the Eligibility Application Review form used in ACA marketplace enrollments. All form types include CMS-required disclosures — NPN, consent duration, revocation method, and household contacts — and go through the same workflow: generate, send, sign, and vault for 10 years. Learn more about our ACA consent and review form tools.
Absolutely. We know most agents have years of PDFs and call recordings sitting in desktop folders or Google Drive. You can bulk-import all your historical files into the SOA Vault so everything is in one secure, searchable place if you are ever audited.
Yes. The required CMS boilerplate and the 15+ language Notice of Availability are built directly into the public signing page and the final generated PDF.
This is our AEP Off-Season introductory price. As we get closer to the Annual Enrollment Period, the standard rate will increase. However, if you sign up now, you are grandfathered in and your $9.99/month rate is guaranteed for 10 years.
No. Informed + Choice is a technology company — not an insurance agency. We do not sell insurance, we do not compete with you, and we do not use or monetize your leads. Our sole role is to provide the software infrastructure you need and protect your data. Your clients remain your clients — always.
Yes. SOA Vault allows brokers to quickly generate both CMS-required ACA forms — Consent for Assistance and Eligibility Application Review — with all mandatory disclosures built in, and securely stores them in military-grade WORM storage for the federally mandated 10 years. Our platform acts as a single, unified compliance vault for both your Medicare and ACA lines of business. See all ACA Marketplace tools.
Create your account, lock in $9.99/month for the next decade, and start building your compliant document vault today. No contracts — cancel anytime.
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Informed + Choice is a workflow platform and does not claim Medicare or CMS endorsement.