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.

Get Electronic SOA — $9.99/month See What Is Included
Watch the individual-agent tour (3:00)

This checkout enables the focused Electronic SOA product only. It does not automatically provision Essentials or Business Telephone.

Electronic Scope of Appointment form and signing workflow
A focused workflow for creating, signing, tracking, and retrieving Medicare Scope of Appointment records.

Product demo

See the individual-agent workflow in action

Take a tour of the agent profile, branding, shareable links, signing workflow, and Vault. See the product before you sign up for your own agent account.

3 minutes · Silent video · Harbor demo account

Use fullscreen for a closer look at the product.

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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.

✓

Your branded SOA page

Give clients a professional page with your agent profile, logo, and headshot.

✓

Personal or client-specific links

Share your standing SOA page or create a link for a specific client and appointment.

✓

Electronic signatures

Let the beneficiary review and sign from a phone, tablet, or computer.

✓

Completion tracking

See which requests are pending and which SOAs have been completed.

✓

Completed-document storage

Keep signed SOAs organized under your account for later retrieval.

✓

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.

  1. 1

    Set up your profile

    Add the agent information and branding used on your SOA page.

  2. 2

    Send the right link

    Use your personal page or create a client-specific request.

  3. 3

    Client reviews and signs

    The beneficiary completes the electronic signing flow on their device.

  4. 4

    Track and retrieve

    Confirm completion and return to the signed record when you need it.

Product and support options

Choose focused SOA or the connected Essentials workspace

Available now

Electronic SOA

$9.99/month

Direct paid signup for the focused SOA workflow. No introductory trial.

Get Electronic SOA

Included with Essentials

Business Telephone

Connected business calling

Essentials includes app calling, permitted recordings, and connected call history. Contact us about standalone telephone needs.

Ask About Standalone Telephone

30-day free trial

Essentials

$29.99/month after the trial

For CRM, quoting, Annual Review, websites, events, calling, and connected records. Card required at checkout. One trial per NPN. Monthly subscription.

Start your 30-day free trial

FAQ

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 calling is included with Essentials, which is $29.99/month after a 30-day free trial. Card required at checkout. One trial per NPN. Contact us about standalone telephone needs.

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