Securely Collect & Save Scope of Appointments this AEP with CSG!

CSG Actuarial has created an Electronic Scope of Appointment Form (eSOA) and Document Locker allowing you to securely capture and store your SOAs in one location.



Save and Manage Your Electronic Documents in One Place

Our Document Locker repository creates a seamless experience for you and the consumer during the first step in MA and PDP quoting process. You benefit from not only having an integrated solution, but also having a standards-compliant electronic storage and recovery repository for the Scope of Appointment forms.

In-person or Email
Signature Processes

Upload Existing Paper SOAs
& Other Documents

Document Retention
to Compliance Standard


Don’t have access to CSG? Click here to request an account!