The SOA acknowledges the client’s consent to discuss these types of plans with a licensed agent (click here for a copy). This not only keeps the appointment process compliant but gives the potential client a concrete understanding of the information that will be presented. As technology has improved and the needs and abilities of those in the senior community have broadened, new ways of capturing the Scope Of Appointment have been made available to agents.

Scope of appointment: Email and text

Gone are the days when agents were required to capture the Scope Of Appointment 48 hours before discussing plans with their client. The Scope can now be completed at the time of appointment although it must be completed before any plans are discussed. Here at Pinnacle Financial Services, we have multiple online enrollment platforms that will allow an agent to capture the scope through paper, email, and even text messages.

Back office support

Pinnacle has a fully staffed enrollments department which allows the agents we partner with to send us a copy of their scopes so that they will be saved and readily available if needed.  Please reach out to our Pinnacle team to find out more about the support, tools, and technology we offer as well as additional information on the Scope of Appointment processes and procedures.