I wanted to see what the best practice is with SOAs. I noticed that many of the carriers have their own electronic version, but I get confused about using these. For example, when you have someone who wants to discuss MA, Medigap, and a PDP, isn't it easier to just get a paper SOA? If they go the Medigap/PDP route, I often don't know what carrier they'll end up with for PDP. I guess my question is whether you're using these electronic versions or uploading a paper copy. Thanks for any input/advice!
Confused about Use of Electronic SOAs
- Thread starter cai24
- Start date
MichFlor
Expert
- 89
I have a generic form that I send via my own DocuSign account. It seems to work well. Does anyone know of any national carrier that won't accept an eSigned generic SOA?
I honestly don't think carriers really care about the SOA anymore. I mean, "they care and you should" but it's as low a priority for carriers as eliminating the national debt is for our government [hint: low].
I always use the electronic version as I can send to my clients by fax or email for electronic signature. I send it to everyone no matter the product that is related to a Medicare phone call.
Kevin
https://medicarehope.com/
Kevin
https://medicarehope.com/
Oh I agree I still get one every app, usually via sunfire.
InsuranceGuy29
Guru
- 914
I just use paper. Some of these carriers have lost their minds and made a big complicated production out of scopes with telephonic and electronic. It's all completely unnecessary. Electronic is just another hoop I have to jump through and paper literally takes me 4 seconds.
I had one carrier authorize an "SOA" via e-mail, where they just reply to an e-mail and type, "I Agree." It was a small regional carrier and they did it at the beginning of covid.
To my knowledge, they never "retracted" our ability to use this "SOA" and also, other carriers are required to accept SOA's by any carrier.
Easiest SOA to use, and really I should use it more often than even Sunfire. Sunfire, while easy, requires me to fill out info, send, give a code, they type code and hit "save" -- I can do it really fast. But I always forget about the "I agree" e-mail scope... that would be even faster.
To my knowledge, they never "retracted" our ability to use this "SOA" and also, other carriers are required to accept SOA's by any carrier.
Easiest SOA to use, and really I should use it more often than even Sunfire. Sunfire, while easy, requires me to fill out info, send, give a code, they type code and hit "save" -- I can do it really fast. But I always forget about the "I agree" e-mail scope... that would be even faster.
- 4,202
I use UHC's SoA. It's really fast and easy.
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