34 Days Until AEP | Prepare your Scope of Appointment forms

Sep 11

34 Days to Go! Today’s prep step is all about compliance and efficiency. Scope of Appointment (SOA) forms aren’t just paperwork... they’re the foundation of a compliant Medicare appointment. Without a signed SOA, you can’t meet with a client, and missing one could put you (and your business) at risk.

By preparing now, you’ll avoid delays, protect your compliance, and make every appointment smoother when AEP hits. A little prep today means fewer headaches tomorrow, and more time for what matters: serving your clients.

Join our Agent Community Facebook group to connect with others preparing for AEP. ⁠⁠Join here!⁠

Yana Muenzenmeyer

34 Days Until AEP | Prepare your Scope of Appointment forms

It’s more than a group — it’s your new favorite corner of the internet.

Join the Agents Confidential Facebook Group. Where growth-minded agents connect, learn, and level up.

Agents Confidential Podcast

34 Days Until AEP | Prepare your Scope of Appointment forms

35 Days Until AEP | Get Your Marketing Materials in Order

It’s more than a group — it’s your new favorite corner of the internet.

Join the Agents Confidential Facebook Group. Where growth-minded agents connect, learn, and level up.

Agents Confidential Podcast