34 Days to Go! Today’s prep step is all about compliance and efficiency. Scope of Appointment (SOA) forms aren’t just paperwork... they’re the foundation of a compliant Medicare appointment. Without a signed SOA, you can’t meet with a client, and missing one could put you (and your business) at risk.
By preparing now, you’ll avoid delays, protect your compliance, and make every appointment smoother when AEP hits. A little prep today means fewer headaches tomorrow, and more time for what matters: serving your clients.
