Scope of Appointment Resources

October 29, 2010

CMS requires agents to obtain a Scope of Appointment (SOA) before they meet with a prospect on Medicare Advantage and Medicare Part D plans.  There are a few exceptions.  UnitedHealthcare produced a pretty comprehensive job aid for agents (UHC SOA Job Aid).  On the last page, it lists three situations when a SOA is not required. 

My advice: Obtain an SOA every time.

Branded vs. Generic SOAs – Agents like to use a generic SOA because they need the flexibility of presenting any number of plans based on the prospect’s needs.  Some companies allow agents to use a generic SOA and others do not. 

Below are a list of MAPD & PDP companies and links to their approved SOAs:

  • Aetna – Not available yet
  • Anthem (WellPoint) – Generic SOA & Generic Guidelines: Anthem only uses a generic SOA
  • ArcadianSOA English & SOA Spanish: They will accept the generic Scope of Appointment
  • Care Improvement PlusSOA: CIP will accept the generic SOA (Updated 11/15/10)
  • CarilionSOA: They will accept the generic SOA
  • CIGNASOA: They will NOT accept the generic SOA
  • CoventrySOA PDFs: They will accept the generic SOA. This link is to Coventry’s website.  You can download the SOA and other useful tools.
  • HealthSpringSOA: They prefer their company specific SOA
  • HumanaSOA: They prefer their company specific SOA
  • OptimaSOA: They prefer their company specific SOA
  • Today’s OptionsSOA: They will accept any CMS approved SOA
  • Sterling Health Plans - SOA: They will accept the generic SOA
  • UnitedHealthcareSOA, Generic SOA, Generic SOA Fax Cover Sheet
  • Universal Health CareSOA, Automated Scope of Appointment Line: They will accept any CMS approved SOA

I’ll post additional updates and links as they become available.  I hope this helps!


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