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.

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