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UPMC for Life is excited to announce the telephonic Scope of Appointment (SOA) is now live! Your clients can now complete a telephonic SOA with you on the line. To learn how, click here.
We have made some updates to our SOA form. For a copy of the new SOA form, click here. You must use this version when accepting completed SOA forms from now on.
Please keep in mind:
- Prior to any appointment or receipt of an enrollment application, for both self-generated and UPMC for Life marketing leads, you must document the SOA form.
- A one-on-one appointment of any kind cannot be conducted without a documented SOA form.
- One-on-one appointments include home visits, phone calls, or virtual meetings.
- An SOA form must be sent with a completed enrollment application when applicable and upon request.
- A new SOA is required if, during an appointment, your client requests information regarding a different plan type than previously agreed upon.
- All fields on the SOA form must be completed.
- Your clients can still mail you a completed hard copy of the SOA form or scan and email it back to you before your scheduled appointment.
Please make sure that you continue to follow the Centers for Medicare & Medicaid Services (CMS) appointment guidelines when working with Medicare beneficiaries.
PLEASE DO NOT RESPOND TO THIS EMAIL. Emails sent to this email address, will not receive a response. If you have questions or need additional information, contact your broker manager.
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