Stop paying $100/mo for a clunky AMS just to get digital Scope of Appointment (SOA) forms. SOA Vault does one thing exceptionally well: create, sign, and store digital SOAs, CMS Consent for Assistance forms, and audio recordings in a tamper-proof 10-year vault so you are always audit-ready. Send via text or email — however your client prefers.
Start at $9.99/month — rate locked and guaranteed for a decade. Prices increase as AEP approaches.
Mary Johnson — SOA
Signed · MAPD, PDP
Robert Smith — Call Audio
Vaulted · 28:45
Linda Garcia — Consent for Assistance
Signed · ACA Marketplace
William Davis — SOA
Sent via email · Awaiting Signature
Designed strictly for Medicare compliance & audit readiness
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. Works for both Scope of Appointment (SOA) and CMS Consent for Assistance forms.
Step 1
Choose a Scope of Appointment or CMS Consent for Assistance 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. CY2026 Multi-Language Notice included automatically.
Step 3
The PDF is generated with E-SIGN Act data (IP, timestamp) and locked in our AWS S3 Vault with Object Lock. Instantly searchable for 10 years if CMS comes knocking.
Drag-and-drop your scattered MP3s and WAVs. We auto-compress and store them securely.
Get those old paper SOAs out of Google Drive and into a compliant 10-year vault.
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.
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.
Lock in your rate before AEP. The price is going up, but early adopters keep this exact rate for the next 10 years.
Everything you need to stay compliant.
Rate locked & guaranteed for 10 years
Common questions from Medicare agents about SOA Vault.
No. SOA Vault is not a CRM. It is a dedicated compliance tool. We don't have pipelines, deal stages, or drip campaigns. We built this because agents were tired of paying $100+/month for heavy CRMs just to get a legal e-signature. Use whatever system you want for CRM — use us to keep your compliance history safe for 10 years.
When you generate a Scope of Appointment or Consent for Assistance 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 used in ACA marketplace enrollments. Both form types go through the same workflow — generate, send, sign, and vault — and are stored for 10 years.
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.
Create your account, lock in $9.99/month for the next decade, and start building your compliant document vault today.
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Informed + Choice is a workflow platform and does not claim Medicare or CMS endorsement.