Medicare Scope of Appointment
A Scope of Appointment (SOA) is a federally required form for all new and renewal sales appointments with a Medicare insurance agent. Clients must sign this document before a scheduled appointment where the agent will discuss Medicare Advantage and/or Part D prescription drug plans.
ACA Consent to Contact
As a valued client, your consent is essential for us to provide personalized assistance. By obtaining your Consent to Contact, we ensure transparency and respect your preferences. This allows us to keep you informed about insurance options, updates, and any changes that may benefit you. Rest assured, your privacy and control matter to us!