Scope of Appointment: Sign in Advance
Byron Edwards
20 steps
3 minutes
Sparkadvisors
1
After you've selected your contact, click the arrow next to **Edit contact.**
2
Click "Sign SOA"
3
Per CMS compliance, you must have the contact's address before you can send the SOA.
4
You can send the SOA in both English and Spanish.
5
Select the Products to discuss and then click "Sign in advance"
6
When signing in advance, you must follow the 48 hour rule per CMS.
7
The email address pulls directly from their profile, but you can change it here.
8
Click "Email appointed representative" if they have an appointed representative like a lawyer.
9
Click the "\* Appointment date (req.)" field to select the date for the appointment.
10
Click "Save and send SOA"
11
You'll see the confirmation pop up after you've sent the SOA.
12
Click here.
13
If sending the SOA directly from Spark, they will receive an automated email and can begin the SOA process.
14
They'll click "Complete the Scope of Appointment Form"
15
They'll see your branding on the SOA form and will click "Complete the SOA form"
16
If they want to change any products to discuss, they can now do so here.
17
Click "Show product description" to view additional definitions for products.
18
They'll type in their name after they've added their phone number and click Sign & Continue
19
Once they've signed, they'll be brought to a confirmation page where they can also download and print their SOA.
20
Under your contact's Contact History, you'll find a link of their signed SOA for you to download and print onto your device as well.
Scope of Appointment: Sign in Advance
Byron Edwards
20 steps
3 minutes
Sparkadvisors
1
After you've selected your contact, click the arrow next to **Edit contact.**
2
Click "Sign SOA"
3
Per CMS compliance, you must have the contact's address before you can send the SOA.
4
You can send the SOA in both English and Spanish.
5
Select the Products to discuss and then click "Sign in advance"
6
When signing in advance, you must follow the 48 hour rule per CMS.
7
The email address pulls directly from their profile, but you can change it here.
8
Click "Email appointed representative" if they have an appointed representative like a lawyer.
9
Click the "\* Appointment date (req.)" field to select the date for the appointment.
10
Click "Save and send SOA"
11
You'll see the confirmation pop up after you've sent the SOA.
12
Click here.
13
If sending the SOA directly from Spark, they will receive an automated email and can begin the SOA process.
14
They'll click "Complete the Scope of Appointment Form"
15
They'll see your branding on the SOA form and will click "Complete the SOA form"
16
If they want to change any products to discuss, they can now do so here.
17
Click "Show product description" to view additional definitions for products.
18
They'll type in their name after they've added their phone number and click Sign & Continue
19
Once they've signed, they'll be brought to a confirmation page where they can also download and print their SOA.
20
Under your contact's Contact History, you'll find a link of their signed SOA for you to download and print onto your device as well.
