What is a Scope of Appointment and why is an agent asking me to sign one?

A Scope of Appointment (SOA) is a federal requirement that protects you. Before discussing Medicare Advantage or Part D plans, an agent must document — with your signature — which product types you agreed to discuss. It is not a contract and does not obligate you to enroll in anything; it simply limits the conversation to topics you approved. A professional agent asking for an SOA is following the rules.

— Medicare Agent Scout editorial team