Scope of Appointment

Scope Of Appointment
It’s a BIG deal!

The Scope of Appointment (SOA) form is required by Medicare. It is meant to protect you, the consumer. We need to complete this form before we discuss any specific plan. I do understand that it is an extra step but it is absolutely necessary and required.

The Centers for Medicare and Medicaid Services, CMS, requires that the SOA be filled out and signed before every appointment. 

The form documents exactly what we can discuss. The information is confidential but required before we can proceed. 

SOA forms are a way to prevent agents from trying to sell you more than you want or need. 

This form prevents agents from trying to sell you non-insurance related products.

Download the form and fill it out.
The ways to get the form back to me are:
* Fax: My fax number is: 772-408-4754
* Text: Download, Print, Sign and text it to me at: 803-634-4993
* Email: Send by email to

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