Custom AgentBroker Resources
May 9, 2024
1 Minute Read

Scope of appointment and business reply card reminders

When gathering scopes of appointment and business reply cards, staying compliant is key to ensure a successful sale. These tips will help.

Scope of Appointment (SOA)

  • You must collect SOAs for marketing/sales appointments.
  • You are prohibited from collecting SOAs at educational events.
  • You must obtain an SOA at least 48 hours prior to the scheduled personal meeting and agree upon and record the SOA with the beneficiary(ies), except for:
    • SOAs that you complete during the last four days of a beneficiary’s valid election period, including AEP, OEP, SEP, ICEP.
    • Unscheduled in-person meetings (walk-ins) initiated by the beneficiary.
  • SOAs are only valid for 12 months following the beneficiary’s signature date.

Business Reply Card (BRC)

  • BRCs may be available at educational events.
  • BRCs are only valid for 12 months following the beneficiary’s signature date.

Please contact your Blue KC Broker Liaison Manager if you have questions about SOAs and BRCs.

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