Scope of Appointment workflows for electronic signing, telephone capture, walk-ins, educational events, and Medicare appointment records.
Explore electronic Scope of Appointment for Medicare agentsCan 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.
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.
Use Connecture or SunFire for quoting and enrollment while keeping SOAs, call recordings, and client files searchable, retrievable, and exportable.