You can send a virtual Scope of Appointment (SOA) to clients from three locations in MyMFG:
Go to Clients > Client Signatures > Send SOA Link
During the Medicare quote process
During the Medicare enrollment process
You can also upload an SOA by going to your client's profile, selecting the SOA History section, and clicking Upload SOA, or during the quote and enrollment process.
SOA links can be sent via email or text. During the quote and enrollment process, you can also upload an SOA for the client to review and sign electronically.
Steps
Record Retention
All signed SOAs and recorded consents collected through MyMFG are securely stored for 10 years, helping you remain compliant with CMS record retention requirements.
Key Reminder for Agents
Always obtain and document a valid SOA before discussing Medicare plan specifics. Proper SOA collection protects you, your client, and your business.
If you need more detailed CMS guidance regarding Scope of Appointment requirements, refer to the official CMS Medicare Marketing Guidelines in your compliance resources.
Additional Resources
For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].