MyMFG makes it easy to stay compliant.
You can send an SOA:
By going to Clients → Client Signatures → Send SOA Link
During the Medicare quote process
During the Medicare enrollment process
SOA links can be send either via e-mail or text and during the quote/enrollment process you can also upload an SOA.
The client can review and sign electronically.
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.