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Anyone using an electronic SOA? Either a docusign signature or something else. I do see SMS has one for agents to use that is CMS approved, anyone using it?
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Ritter has one through their Medicareful site. Not sure if it's compliant with each individual carrier. Or should I say, accepted by each carrier. It is compliant with CMS.
I haven't used it yet, but I plan on incorporating it this AEP.
https://medicareful.com/why
Thanks for the reply.
So a carrier can decide not to accept the e-SOA even if it is CMS approved?
Thanks for the reply.
So a carrier can decide not to accept the e-SOA even if it is CMS approved?
I began using the ESOA provided by Senior Market Sales last year and love it. I get notified when it's clicked on, when it's submitted, and can view the form to see what they agreed to. I often get it sent to them and completed while on that first call. I use Salesforce as my CRM and have created fields that indicate the date the SOA was returned, which of the two products were agreed to, and the SOA ID number (a couple of carriers require that on e-apps). I also attach a PDF of the SOA to their record. All I take to the meeting is a print out of their SF record that shows all of their information including the SOA-related fields so I know what I can discuss. I don't know or care if it's the SOA method a carrier prefers as long as it's compliant with CMS.Anyone using an electronic SOA? Either a docusign signature or something else. I do see SMS has one for agents to use that is CMS approved, anyone using it?
No, they must accept it. They cannot make you use their own.
Rick
Here in FL, Simply healthcare said during their AEP meeting that we must use their scope or the app won't be accepted. I wrote an app (only because their formulary is ridiculous) and used a different scope. App was not accepted. I called and complained that it's cms approved. No dice. I had to go back and get a new one.
I have yet to write them since.
I know in the past I've used generic SOA's. But I do recall at least one carrier stating it had to be theirs. The fact that this one is CMS approved should be sufficient though.
When a person completes the form, the agent gets an email stating that a new entry was created in the CRM along with the persons name, phone number, email address and zip code. When you log in to Ritter you can print and save the SOA.