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.
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.
CMS eliminated the Medicare 48-hour SOA waiting period effective June 1, 2026. Learn what changed for walk-ins, same-day appointments, and calls.