Scope question

May 14, 2019

  1. New kid
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    New kid Expert

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    State:
    Illinois
    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
     
    New kid, May 14, 2019
    #1
  2. StephanieCJ
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    StephanieCJ Super Genius

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    State:
    Louisiana
    Yes
     
  3. Chazm
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    Chazm Guru

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    State:
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    Just grab out another scope and fill it out.
     
    Chazm, May 14, 2019
    #3
  4. Todd King
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    Todd King IMO/FMO Owner

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    State:
    Virginia
    You'll need to use a generic SOA instead of one from a particular company.
     
  5. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    State:
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    Can't you just use white out? :huh:
     
  6. mickeyma
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    mickeyma Guru

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    State:
    California
    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.
     
    mickeyma, May 15, 2019
    #6
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