KSAnderson
New Member
- 2
It sounds like we can create our own Scope of Appointment (SOA) and have it approved by one of the carriers we work with. Has anyone done this using a service like DocuSign? Any input on using your form paper versus an electric SOA where the process is controlled by a carrier. Thoughts? Wondering if this would be easier to simply text our own form to a potential client when they call in and are on the line with them. Thoughts? Input? Thanks.
Edit -someone on this chat mentioned RadiusBob (aka Radius) and it appears from some searching this was bought out by AgencyBloc. We use AB. Through this tip, I found out that AgencyBloc just added a new feature under new section Sales that you can send out an SOA. It is not available for current client Individual profiles but it is coming before AEP. I tried under a test prospect it and it looks pretty good. Easily sent to an email and haven't tested text, yet. When someone opens the form, our company name is on it. You can prefill all the products. Client signs it and we receive an email notification with the completed PDF. AgencyBloc then puts the signed document right into the prospect profile under file. Thanks for all the thought/input here. We are just trying to streamline and not rely on carriers/FMOs. We love the fact that it can be directly imported into the file. Note - if you leave the appointment date blank, it does add the appointment date as the date it is signed. There is no time stamp on it either. If the client clicks on the link a second time after they have signed it, it just sends them to AgencyBloc which I don't think is helpful.
Edit -someone on this chat mentioned RadiusBob (aka Radius) and it appears from some searching this was bought out by AgencyBloc. We use AB. Through this tip, I found out that AgencyBloc just added a new feature under new section Sales that you can send out an SOA. It is not available for current client Individual profiles but it is coming before AEP. I tried under a test prospect it and it looks pretty good. Easily sent to an email and haven't tested text, yet. When someone opens the form, our company name is on it. You can prefill all the products. Client signs it and we receive an email notification with the completed PDF. AgencyBloc then puts the signed document right into the prospect profile under file. Thanks for all the thought/input here. We are just trying to streamline and not rely on carriers/FMOs. We love the fact that it can be directly imported into the file. Note - if you leave the appointment date blank, it does add the appointment date as the date it is signed. There is no time stamp on it either. If the client clicks on the link a second time after they have signed it, it just sends them to AgencyBloc which I don't think is helpful.
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