Can Medicare agents call referrals, text leads, or send social-media DMs? Use this PTC vs. TCPA vs. SOA guide, including October 1, 2026 changes.
Learn how to classify Medigap cases for open enrollment, guaranteed issue, trial rights, carrier underwriting, replacements, and state birthday rules.
What a Medicare Scope of Appointment is, how long it stays valid (generally 12 months), and when agents need a new SOA for a different product or plan year.
A Medigap-only appointment generally does not trigger the federal MA/Part D SOA rule. Part D or Medicare Advantage discussion does. See the table.
CMS again permits SOA forms at Medicare educational events for 2027. Learn what agents can collect, what stays educational, and how to follow up.
CMS says SOAs are valid for 12 months, but a 2026 SOA may not cover 2027 plan discussions. Learn the practical rule Medicare agents should follow.
For CY 2027, in-person MA and Part D appointments require a written SOA. See what counts for paper, electronic, walk-in, and same-day workflows.
Six Medicare workflow rules change for CY2027: same-day SOAs, TPMO timing, 6-year call retention, and events. What agents must update before Oct. 1.
CMS ends Medicare’s 48-hour SOA wait on October 1, 2026. See current exceptions, walk-in and inbound-call rules, and the new same-day appointment workflow.
Compare Connecture and Sunfire SOA workflows, voice signatures, call recording, data portability, and when a standalone SOA vault makes sense.