We are not affiliated with, endorsed by, or acting on behalf of any government agency or program. We do not offer every Medicare plan available in your area. Any information we provide is limited to the plans we do offer. You may contact Medicare directly for more options. For a complete listing of plans in your area, please visit Medicare.gov or call 1-800-MEDICARE, available 24 hours a day, 7 days a week.
Scope of Appointment
Welcome to our simple guide for reviewing your coverage. This page is here to help you update your 2027 Scope of Appointment (SOA) form so we can provide a free, friendly check-up on your current Medicare plan or explore new options together.
We know how important family is, and that's why we're here to help you, your parents, and your loved ones navigate these updates with ease. Taking a moment to fill out this form is a simple step that allows us to look out for your best interests, ensuring your Medicare plan stays as strong and supportive as the people you care about most.
Once you complete and return the form, Sara and her team can walk you through the process of deciding whether to stay with your current plan or make a change. We are here to simplify the steps and provide a clear path forward, all at no cost to you.