Secure Medicare SOA Forms in Minutes
E-sign, seal, and store compliant Scope of Appointment forms — with or without Permission to Contact.
Key Features
Everything you need to stay compliant while collecting Medicare Scope of Appointment forms
CMS-Compliant Language
Our forms use approved language that meets all current CMS marketing requirements for Medicare Advantage and Part D plans.
PDF Delivery & 10-Year Archive
Completed forms are delivered instantly via email and securely archived for the required 10-year retention period.
No Login — Shareable Agent Link
Share your personalized URL with clients. No accounts needed for them to complete and sign forms.
How It Works
A simple 4-step process that keeps you compliant and your clients informed
Share Your PURL
Share your personalized URL with your client via email, text, or QR code.
Client Reviews & Approves PTC
They review and approve Permission to Contact (optional step).
Complete & Sign SOA
They complete and electronically sign the Scope of Appointment form.
Receive & Archive PDF
We email the PDF to both parties and securely archive it for 10 years.
Compliance Assurance
SOA.guru helps you meet all CMS requirements for Medicare marketing compliance
- CMS-approved form content
- Timestamp + IP capture
- E-signature required
- SHA-256 hashed PDF
- Stored securely for 10 years
Note: SOA.guru helps you maintain compliance with CMS marketing requirements, but agents are responsible for using the tool correctly and staying updated on current regulations.
Flat, Pay-Per-Form Pricing
Simple, transparent pricing with no monthly fees or subscriptions
SOA Only
Use if you've already captured PTC
- CMS-compliant SOA form
- E-signature capture
- Instant PDF delivery
- 10-year secure archive
SOA + PTC (Bundled)
Best for cold leads, unsolicited contacts
- Everything in SOA Only
- Permission to Contact form
- Full compliance path
- Best for new prospects