7 min read insurance
How Long Is a Scope of Appointment Valid?
A Medicare Scope of Appointment is generally valid for 12 months, but only for the product scope the beneficiary agreed to discuss. Learn when agents need a new SOA.
#Scope Of Appointment
14 min read insurance
Do You Need a Scope of Appointment for Medicare Supplements?
Medigap-only appointment? Usually no CMS MA/Part D SOA. But Part D and MAPD pivots change the file. Learn when Medicare agents should document scope.
12 min read insurance
Medicare Educational Events: Can You Collect an SOA in 2027?
CMS again permits SOA forms at Medicare educational events for 2027. Learn what agents can collect, what stays educational, and how to follow up.
11 min read insurance
Does a 2026 SOA Cover a 2027 Plan Discussion?
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.
12 min read insurance
Written Scope of Appointment for In-Person Medicare Appointments
Learn when an in-person Medicare appointment needs a written Scope of Appointment, what can count as written, and how the 2027 SOA changes affect agents.
13 min read insurance
CMS 2027 Final Rule: 6 Medicare Agent Workflow Changes
CMS changed same-day SOAs, TPMO disclaimer timing, call retention, events, SOA collection, and Medicare marketing rules. Use the Oct. 1 agent checklist.
8 min read insurance
CMS Eliminated the 48-Hour SOA Rule: What Medicare Agents Need to Know About Walk-Ins
CMS eliminated the Medicare 48-hour SOA waiting period effective June 1, 2026. Learn what changed for walk-ins, same-day appointments, and calls.
8 min read insurance
Connecture vs. Sunfire for SOAs and Call Recordings: What Medicare Agents Should Compare
Compare Connecture and Sunfire SOA workflows, voice signatures, call recording, data portability, and when a standalone SOA vault makes sense.