Create the record
Send electronic SOAs, ACA consent forms, and eligibility application review forms by text or email.
SOA Vault for licensed Medicare & ACA agents
Agent Compliance Vault for Medicare & ACA Records
Send electronic Scope of Appointment forms, collect ACA consent and eligibility review records, store call recordings, and keep your sales documents in one secure, agent-controlled vault.
SOA Vault helps licensed agents create, capture, organize, retrieve, and export the records that support Medicare and ACA sales workflows without paying for a bulky CRM just to keep your compliance files together.
Use it for electronic SOAs, telephone SOA records, voice signature workflows, ACA consumer consent, eligibility application review documentation, telephonic enrollment records, uploaded files, and historical record storage.
Your records stay under your agent account and can be exported if you change FMOs, agencies, CRMs, phone systems, or sales workflows.
Electronic SOA ACA consumer consent Eligibility application review Call recording storage Telephone SOA records Voice signature workflows Searchable vault Exportable records
Built for licensed agents using their approved scripts, disclosures, carrier procedures, and enrollment workflows.
Agent Compliance Vault
Client record package
Electronic SOA
Signed and stored
ACA consumer consent
Authorization attached
Eligibility application review
Review confirmation saved
Call recording
Linked to sales file
Historical PDF
Imported into vault
Retrieval status
Ready for carrier request, CMS request, complaint review, AOR dispute, or export.
What the vault does
One vault for the records agents need to find later
Most agents do not have a record problem until someone asks for proof.
A carrier asks for a signed SOA. CMS asks for ACA consent documentation. A complaint requires a call recording. An AOR dispute requires proof of what the consumer authorized. A prior file is sitting in Google Drive, email, Dropbox, a carrier portal, or an old CRM you no longer use.
SOA Vault gives you one place to keep the records that matter. Use it to store electronic forms, telephone records, call recordings, signed documents, historical PDFs, uploaded files, and related sales records in a searchable vault that stays under your control.
Capture the record
Use electronic signatures, web forms, uploaded files, telephone SOA recordings, and voice signature-style workflows.
Retrieve the record
Search, open, download, and export records when you need to respond to a carrier, agency, CMS request, complaint, or internal review.
Electronic SOA workflow
Electronic Scope of Appointment, built for real selling moments
Send a private Scope of Appointment link by text or email and let the beneficiary review and sign from a phone, tablet, or computer.
This is built for the way Medicare conversations actually happen: phone calls, office appointments, field meetings, educational event follow-up, and last-minute scope changes.
The beneficiary signs through a web-based form. You can track whether the SOA is pending or signed, and the completed record is stored in your vault.
Use a carrier-neutral SOA workflow when you want to capture the appointment scope before the final carrier recommendation is clear.
Get the SOA signed. Keep the proof. Find it later.
Explore electronic Scope of Appointment for Medicare agents
Send SOA links by text or email
Beneficiary signs from a phone, tablet, or computer
No app required for the signer
Track pending and signed status
Create a new SOA when the product scope changes
Store completed SOAs with related call recordings and sales files
Export records if your business changes
Telephone records
Telephone SOA and voice signature recordkeeping
Not every beneficiary wants to complete an electronic form. Some workflows happen by phone.
SOA Vault works with recorded-line workflows so agents can store telephone Scope of Appointment records, voice signature-style authorizations, and related call recordings with the rest of the file.
Use your approved script, required disclosures, and carrier or agency procedures. Then keep the recording with the SOA, enrollment record, or supporting sales documents.
Use this for
Telephone Scope of Appointment records
Voice signature-style authorization workflows
Recorded beneficiary acknowledgments
Telephonic enrollment call records
Call recordings connected to SOAs and sales files
Historical telephone records imported into the vault
ACA documentation
ACA consumer consent and eligibility application review records
ACA agents need more than plan comparison tools. You also need a reliable way to document consumer authorization and application review.
SOA Vault helps agents store ACA consumer consent records, eligibility application review documentation, Marketplace-related files, call recordings, and supporting documents in the same account used for Medicare records.
Use electronic forms, telephone records, uploaded documents, and historical imports to keep your ACA files organized and easier to retrieve.
ACA record workflows
ACA consumer consent records
Eligibility application review documentation
Marketplace-related files
Consumer authorization records
Recorded verbal confirmations
Uploaded documents and PDFs
10-year ACA record storage workflows
Exportable records
ACA compliance context
Federal Marketplace rules require agents and brokers working through Federally-facilitated Exchanges to document consumer consent before assisting with enrollment or applications, and to document that eligibility application information was reviewed and confirmed before submission. The regulation describes acceptable record-producing actions, including electronic signatures, audio-recorded verbal confirmations, and electronic responses, and requires these records to be maintained and produced upon request for 10 years. Read 45 CFR 155.220 and CMS Marketplace guidance.
Security and retrieval
Secure storage is the baseline. Fast retrieval is the advantage.
Agents should not have to rebuild a compliance file from screenshots, email threads, desktop folders, CRM notes, and disconnected phone recordings.
SOA Vault is designed to keep sensitive sales records organized in one protected location, with record details that help you show what happened and when.
Use the vault to keep signed forms, call recordings, uploaded documents, timestamps, audit-trail details, historical files, and related records together.
Access-controlled vault
Keep Medicare and ACA records in a protected account instead of scattered across email, local folders, and consumer file-sharing tools.
Record timeline
Store key record details such as creation date, signing events, timestamps, and related file history so the record is easier to review later.
Search and retrieval
Find SOAs, ACA consent records, eligibility review files, call recordings, and supporting documents without digging through multiple systems.
Exportable records
Your records should stay portable. Export files if you change CRMs, FMOs, agencies, phone systems, or sales workflows.
Historical imports
Bring older SOAs, call recordings, ACA files, and PDFs into one searchable location so your older records are not stranded.
Call recording archive
Store call recordings with the related SOA, ACA consent record, eligibility review document, enrollment file, or sales notes.
Agent-owned records
Your clients. Your records. Your vault.
Many agents rely on carrier portals, FMO tools, quoting systems, enrollment platforms, phone systems, CRMs, email, and file-sharing folders.
Those tools are useful, but they are not always the best place to keep long-term compliance records.
SOA Vault gives independent agents and agencies a separate record layer for the documents and recordings tied to their book of business. If you switch FMOs, change CRMs, stop using a phone vendor, move agencies, or reorganize your business, your records can stay with you.
Use your existing tools for quoting and enrollment.
Use SOA Vault to keep the record.
No FMO lock-in
No CRM bloat
No scattered folders
Keep Medicare and ACA records together
Use with your existing quoting and enrollment tools
Export records if your workflow changes
Audit-ready file
What should be in the file when someone asks for proof?
A call recording, SOA, consent form, or uploaded PDF may not be enough by itself. When a carrier, agency, CMS reviewer, compliance team, or consumer asks what happened, the useful record is the connected file.
SOA Vault helps agents keep the proof together so records can be searched, retrieved, and exported for review, complaint response, or business transition.
Medicare sales call recording
Recording notice or consent statement
Electronic or telephone Scope of Appointment
Voice signature-style authorization, when used
Telephonic enrollment-related call record, when applicable
ACA consumer consent record
Eligibility application review documentation
Uploaded sales documents, notes, screenshots, and supporting files
Exportable record package for review, complaint response, or business transition
Historical imports
Bring old SOAs, recordings, and sales files into one place
Most agents already have years of records spread across multiple systems.
You may have signed SOA PDFs in email, ACA consent forms in folders, recordings from a phone service, paper forms scanned into Google Drive, or documents stored inside an old CRM.
SOA Vault lets you consolidate historical records into a centralized vault so they are easier to search, retrieve, and export.
Past SOAs
Uploaded paper forms
Call recordings
ACA consent records
Eligibility review documentation
Enrollment-related files
Complaint or dispute records
Supporting sales documents
Migration cleanup
Move old SOAs, recordings, and ACA files out of scattered tools
Most agents already have records spread across email, Google Drive, Dropbox, phone systems, CRMs, carrier portals, and FMO platforms. SOA Vault gives agents a focused place to consolidate historical SOAs, call recordings, ACA consent records, eligibility review documentation, telephonic enrollment files, and uploaded PDFs.
Use your quoting and enrollment tools for quoting and enrollment. Use SOA Vault as the independent record layer you can search, retrieve, and export.
Historical record cleanup checklist
Email attachments
Google Drive folders
Dropbox folders
Phone system recordings
CRM notes and file uploads
Carrier portal downloads
FMO platform records
Desktop PDFs and scanned forms
Record buckets
Keep each record type in the right place
Not all records are the same. Medicare marketing calls, SOAs, telephonic enrollment records, ACA consent records, and eligibility review documentation may have different rules, retention expectations, and retrieval needs.
SOA Vault is designed to help agents organize records by workflow instead of treating everything like a generic file upload.
Supported vault records use retention-oriented Object Lock storage with versioning, SSE-KMS encryption, artifact hashes, and audit events so SOAs, ACA files, uploaded documents, and recordings are protected from ordinary alteration or deletion during the retention period.
Workflow
Records to keep in the vault
Electronic SOA
Signed SOA, timestamp, signer details, product scope, related notes
Telephone SOA
Recorded call, script record, beneficiary acknowledgment, related SOA file
Medicare call recording
Sales call recordings, marketing call recordings, related documents
Telephonic enrollment
Enrollment call recording, related SOA, plan documents, supporting files
ACA consumer consent
Consent form, electronic signature, recorded verbal confirmation, scope, purpose, duration
Eligibility application review
Review confirmation, date reviewed, consumer name, explanation of attestations, assisting agent
Historical files
Old PDFs, recordings, scanned forms, agency records, exported CRM files
Medicare CY2027 rules created a distinct retention framework for marketing and sales call recordings, while enrollment records remain on a separate retention track. Read the April 6, 2026 Federal Register final rule.
Pricing
Simple vault pricing without CRM bloat
Use the vault to manage SOAs, ACA forms, call recordings, uploaded files, and long-term record retrieval without buying a full CRM you do not need.
Core vault
Vault Only
$9.99
/month
For agents who want electronic forms, document storage, call recording storage, and historical record organization without a recorded business line.
Use Vault Only off-season storage when you want to keep access to stored records after AEP, OEP, or ACA open enrollment slows down.
- Electronic Scope of Appointment workflow
- ACA consumer consent records
- Eligibility application review records
- Call recording storage
- Telephone SOA and voice signature record storage
- Uploaded documents and PDFs
- Historical file imports
- Search and retrieval
- Record export
- Cancel any time
Add recorded line
Business Line + Vault
$39.99
/month
For agents who also want a dedicated recorded business line with automatic call recording.
- Dedicated business line
- Automatic call recording
- Recorded business number for Medicare and ACA sales
- Telephone SOA and voice signature call capture
- Telephonic enrollment call recording support
- Off-season downgrade option
Comparison
Purpose-built vault vs. generic storage
Generic storage tools can hold files. SOA Vault is designed around the records licensed agents need to create, capture, organize, and retrieve.
Generic file storage
SOA Vault
Stores files in folders
Organizes SOAs, ACA records, recordings, and sales documents by workflow
Requires manual naming and sorting
Built for compliance record retrieval
Not built for SOA or ACA documentation
Includes electronic SOA, ACA consent, and eligibility review workflows
Recordings may live somewhere else
Stores call recordings with related files
No agent-specific record structure
Built for Medicare and ACA agents
May be tied to an employer, CRM, or FMO
Agent-controlled and exportable
Compare
Compare vault and phone workflows
See how an agent compliance vault differs from generic storage and common phone systems.
FAQ
Frequently asked questions
What is SOA Vault? +
SOA Vault is an agent compliance record vault for licensed Medicare and ACA agents. It helps agents send electronic Scope of Appointment forms, store ACA consent and eligibility review records, organize call recordings, upload historical files, and retrieve records when needed.
Is this only for Scope of Appointment forms? +
No. The vault supports electronic SOAs, telephone SOA records, voice signature records, ACA consumer consent, eligibility application review documentation, telephonic enrollment records, call recordings, uploaded PDFs, and supporting sales files.
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 signing workflow is web-based. After completion, the signed record can be stored in the vault with related details and supporting files.
Can I use this for telephone SOA or voice signature workflows? +
Yes. When your workflow supports a telephone SOA or voice signature-style process, you can store the recorded call and related records in the vault.
Can I use this for ACA consumer consent? +
Yes. You can store ACA consumer consent records, including electronic signatures, recorded verbal confirmations, or other records created through your workflow.
Can I store eligibility application review documentation? +
Yes. The vault can store documentation that the consumer or authorized representative reviewed and confirmed the accuracy of eligibility application information before submission.
Can I upload old records? +
Yes. You can upload historical SOAs, call recordings, ACA records, PDFs, scanned forms, and other sales documents so older records are easier to find.
Is the vault secure? +
Yes. Vault records are stored in access-controlled S3 vault buckets using Object Lock Governance retention, versioning, SSE-KMS encryption, SHA-256 artifact hashes, and CloudTrail audit events. Runtime application roles do not have retention-bypass permission.
Does this replace my CRM, quoting tool, FMO platform, or enrollment system? +
No. SOA Vault is designed to work beside those tools. Use your existing quoting and enrollment systems. Use SOA Vault to keep the compliance record layer under your control.
Can I export my records? +
Yes. The vault is designed so you can export records if your workflow changes.
Does this guarantee compliance? +
No software can guarantee compliance by itself. SOA Vault provides record creation, storage, retrieval, and export workflows. Agents remain responsible for using the scripts, disclosures, notices, carrier procedures, state rules, and enrollment workflows that apply to their business.
Get your SOAs, ACA records, and call recordings out of scattered folders
Create electronic SOAs, store ACA consent and eligibility review records, organize call recordings, import historical files, and keep your Medicare and ACA sales documents in one agent-controlled vault.
Start with Vault Only, or add a recorded business line when you want automatic call recording built into the workflow.
Built for licensed Medicare and ACA agents. Use your approved scripts, disclosures, carrier procedures, and enrollment workflows.