Confused about Use of Electronic SOAs

[MichFlor]

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.

I agree ;-)

 

[vic120]

I use UHC's SoA. It's really fast and easy.

Can we use that for any carrier?

UHC cant contact clients from that info alone right? or am I wrong about that

 

[DonP]

Connectures or sunfires very easy and they save it 10 yrs . You can actually print it out when done and also keep fir your records

 

[Travis Price]

They cannot. Your name is on the SoA.

I've never had a client call me and tell me they had been called by them.

SoA is an SoA.

Its just legalize to let the client talk to you about plans.

 

[Travis Price]

Connectures or sunfires very easy and they save it 10 yrs . You can actually print it out when done and also keep fir your records

I keep all my info in RadiusBob. I don't print files.

 

[DonP]

Is radius Bob easy to set up ? Do they have preps that will help you set it up ? I'm looking for a crm right now . Very confusing .looking at their web page it seems radius Bob is geared toward insurance agents

 

[goillini52]

Is radius Bob easy to set up ? Do they have preps that will help you set it up ? I'm looking for a crm right now . Very confusing .looking at their web page it seems radius Bob is geared toward insurance agents

I haven't sent a SOA from Radius, but you can. I just either used paper or Connecture.

I think Radius is a bargain.

 

[DonP]

I haven't sent a SOA from Radius, but you can. I just either used paper or Connecture.

I think Radius is a bargain.

$34 a month ? Do they have in-house English speaking reps who'll help you set up ? Zoho is all offshore reps .

 

[goillini52]

$34 a month ? Do they have in-house English speaking reps who'll help you set up ? Zoho is all offshore reps .

Yes American and English speaking, very helpful any time I've requested help. They also have lots of tutorial videos and a YouTube page. It's customizable. It's the easiest one I found to use.

radiusbob - YouTube

 

[Travis Price]

$34 a month ? Do they have in-house English speaking reps who'll help you set up ? Zoho is all offshore reps .

It's super easy to use.