When you use me as your broker-agent I do not leave you. I use a mobile phone for always available contact and your computer/tablet screen for visiual presentations. No personal home or office visits are required. My clients really appreciate this service. I Make Medicare Easy!

How to Complete an SOA Scope of Sales Appointment Confirmation Form

Look for an email from <Do.Not.Reply@drx.com> and follow the below instructions to complete and Submit.

The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment before any face-to-face sales meeting to ensure an understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative. 
Fields marked with a red asterisk (*) are required.

Please check one or ALL the product(s)  below if they still need to be checked. (If you do not check all products, and a question comes up about one product that you did not check, another SOA would be required. So I recommend leaving all four products checked)

___ Stand-alone Medicare Prescription Drug Plans (Part D)
___ Medicare Advantage Plans (Part C) and Cost Plans
___Medicare Supplement (Medigap) Products
___ Ancillary Products

Please complete the required information as indicated by an asterisk *

Beneficiary’s First Name*

Beneficiary’s Last Name*

*Address (Line 1)

*City

*State

*Zip Code

Are you the authorized representative acting on behalf of the beneficiary? Yes or No (ignore this unless you are representing someone else – like your mother, father, relative, friend, etc.)

___ By checking this box (this is your signature box in place of a signature), I have read and understand the contents of the Scope of Appointment form, and I confirm that the information I have provided is accurate. If submitted by an authorized individual (as described above), this submission certifies that 1) this person is authorized under State law to complete the Scope of Appointment form, and 2) documentation of this authority is available upon request by Medicare.

Once you submit it, you will see a message that your SOA has been submitted and you’re finished. (If you receive an error message, something has not been checked or completed. Just go back to find what was missing and correct it. Then Submit again)

If you want to continue now and still need to complete the Preliminary Information Form (name, etc., prescriptions, and doctors you use), please click the button below.

A 48-hour waiting time after you sign an SOA is necessary before an agent can review Medicare Plans.

Once you submit the SOA and have completed your Preliminary Information, please make a one-hour appointment three days or more after the date you signed the SOA to review your Medicare plans.

Please call me with any questions at (561) 559-7153