Agent User Guide
Sign Up Form
Send a link via text or email for seniors to sign a Scope of Appointment. Store completed SOAs on the beneficiary profile and retrieve in the future. The quickest way to stay fully compliant.
Send a link via text or email for seniors to review, sign and submit their pre-filled enrollment applications. Both text and email signature options are available.
Your shopping link is your own personalized URL, a highly effective marketing tool used to direct consumers to a self-service experience that connects you with every enrollment.
Send a link via text or email for seniors to review, sign and submit their SOAs and enrollments. Engage seniors the way they want to engage.
Send a link via text or email for seniors to sign and submit their Scope of Appointment form. Both text and email signature options are available.
Send your personal shopping link via email or include in social media for beneficiaries to shop and enroll on your agency’s website.