MMO’s NEW MA Electronic SOA Now Available!

Medicare Advantage Electronic Scope of Appointment Now Available

Date: March 20, 2020
Category: Enrollment
Applies to: Medicare AdvantageAs we all work to adapt to the ongoing coronavirus disease known as COVID-19 changes, we are implementing new, temporary business procedures to ensure that you have what you need to continue to do business. Effective immediately, you are now able to send and receive a Scope of Appointment (SOA) via email. This will help you assist your customers, while remaining compliant, without having to meet face to face or requiring a printed SOA form.

Steps for sending an electronic SOA

  1. Send your client an email with the required information. See example email here. Please note: The sections highlighted in yellow should be customized for each client before you send the email.
  2. Have your client reply to your email with “I agree” in the body copy.
  3. Once you have your client’s permission, you can send the enrollment application.
  4. Use this online enrollment guide for quick tips on how to send applications to members.
  5. Make sure you save the email correspondence, as we will be conducting random audits to ensure this process is compliant. You do not need to submit copies of the emailed SOAs unless requested.

As a reminder, you can also submit Medicare Supplement applications through the same online enrollment tool. Medicare Supplement applications do not require a SOA.

Still have questions?
Attend one of our upcoming webinars for more information on the online application process. You can also contact your individual Account Manager with any questions.

Upcoming Webinars

Tuesday March 24, 2020 at 10am
Meeting ID: 922 514 984
Join Meeting

Thursday March 26, 2020 at 10am
Meeting ID: 926 678 879
Join Meeting

Thursday March 26, 2020 at 2pm
Meeting ID: 926 005 988
Join Meeting

Contact your Account Manager

Mike Broderick
Account Manager

Steve Cooley
Account Manager

Jennifer Detrick-Myers
Account Manager

Amanda McFarland
Account Manager