Scope question

[New kid]

Hello everyone. I hope your week is going well. Question: can we (client and myself) complete Scope of Appointment with one carrier and enroll to MAPD or PDP plan with other carrier?
Thanks

 

[StephanieCJ]

Yes

 

[Chazm]

Just grab out another scope and fill it out.

 

[Todd King]

Hello everyone. I hope your week is going well. Question: can we (client and myself) complete Scope of Appointment with one carrier and enroll to MAPD or PDP plan with other carrier?
Thanks

You'll need to use a generic SOA instead of one from a particular company.

 

[goillini52]

You'll need to use a generic SOA instead of one from a particular company.

Can't you just use white out?

 

[mickeyma]

There is a great (4.5 star rating) in Los Angeles called SCAN. They do NOT want you to include the Scope of Appt with app. At their meeting, they said they shred the Scope. However, as an agent, I must keep it on file for 10 years.