Digital Scope of Appointment Instructions
If you have not already, use the following form to create your digital Scope of Appointment links: https://form.jotform.com/Life_Professionals/SOA-Link-Builder
Client Facing SOA
Click on the image below to view what your client see's using your digital SOA Link:
When your client completes the form, they will receive an autoreply with the attached Scope of Appointment. You will also receive a notification that the client has completed their portion of the SOA.
Agent Facing SOA
Once your client has completed their portion of the SOA, you will receive a notification (keep an eye on your spam folder). At the top of this email notification, you will see a link to edit:
Click on the image below to view what you will see when completing the link in the SOA submission email:
It's that easy! Once you submit, you'll receive the fully updated copy of your Scope of Appointment via email.