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Your branded SOA page
Give clients a professional page with your agent profile, logo, and headshot.
Available now
Electronic Scope of Appointment without the complete workspace
Create a branded SOA page, send personal or client-specific links, collect electronic signatures, track completion, and retrieve completed records.
$9.99 per month
First payment due at secure checkout. No introductory trial.
This checkout enables the focused Electronic SOA product only. It does not automatically provision Essentials or Business Telephone.
Focused product
Everything needed for the electronic SOA path
Buy the SOA workflow without automatically receiving CRM, quoting, telephone, a website, events, or Annual Review.
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Personal or client-specific links
Share your standing SOA page or create a link for a specific client and appointment.
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Electronic signatures
Let the beneficiary review and sign from a phone, tablet, or computer.
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Completion tracking
See which requests are pending and which SOAs have been completed.
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Completed-document storage
Keep signed SOAs organized under your account for later retrieval.
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Record lookup and export
Find and download the completed SOA when your workflow requires it.
Simple setup
From signup to signed SOA
The checkout and product scope stay narrow so an agent can understand exactly what is being purchased.
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Set up your profile
Add the agent information and branding used on your SOA page.
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Send the right link
Use your personal page or create a client-specific request.
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Client reviews and signs
The beneficiary completes the electronic signing flow on their device.
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Track and retrieve
Confirm completion and return to the signed record when you need it.
Three distinct paths
SOA now, telephone soon, or a guided Essentials demo
Available now
Electronic SOA
$9.99/month
Direct paid signup for the focused SOA workflow. No introductory trial.
Get Electronic SOAComing soon
Business Telephone
$39.99/month
Join early access now. Payment will be required before activation when signup opens.
Join Telephone Early AccessGuided rollout
Essentials
Demo-based access
For CRM, quoting, Annual Review, websites, events, integrated workflows, and approved provisioning.
Request an Essentials DemoFAQ
Electronic Scope of Appointment questions
How much is Electronic Scope of Appointment? +
Electronic Scope of Appointment is $9.99 per month. The first payment is due at secure checkout, and there is no introductory trial.
Does Electronic SOA include the full Essentials workspace? +
No. Electronic SOA is a focused product. It does not automatically enable Essentials CRM, quoting, Annual Review, websites, events, telephone, or other broader workspace features.
Does Electronic SOA include Business Telephone? +
No. Business Telephone is a separate standalone product coming soon at $39.99 per month. Join early access if you want launch availability.
Can I send an SOA link by text or email? +
Yes. You can copy the personal or client-specific SOA link and send it through the communication method appropriate for your workflow.
Can I retrieve completed SOAs later? +
Yes. Completed SOA records remain available for lookup and download in the focused SOA workflow, subject to the subscription terms and applicable retention requirements.
Is this legal or compliance advice? +
No. Electronic SOA provides a documentation workflow. Agents remain responsible for current CMS rules, carrier and agency procedures, state requirements, approved scripts and forms, privacy obligations, and the rules that apply to each appointment.
Available now
Start the focused electronic SOA workflow
$9.99/month. First payment due at secure checkout. No introductory trial.
Get Electronic SOA — $9.99/month