How Working Together
Actually Goes
From the intake form to enrollment, here is exactly what to expect at each step — including when the Scope of Appointment (SOA) comes into play and where PlanEnroll fits in.
The Full Process, In Order
Five clear steps. Nothing hidden, nothing you have to figure out on your own.
Fill out the intake form
Before we talk, share the basics: your zip code, current doctors, prescriptions, and any coverage you have today. This takes about 2–3 minutes and lets me prepare for our call instead of taking notes during it.
Go to the intake formBook a time on the calendar
Choose a slot in my Google Calendar that fits your schedule. The first call is a no-pressure introduction. No SOA is required to book or start this conversation.
Go to the booking calendarWe talk through your situation
On the call we cover what's working, what's not, and what you'd like coverage to do. This is general education and discovery — your current Medicare setup is not affected.
Sign the Scope of Appointment (SOA)
When we move into specific plan benefits, premiums, or pricing, CMS requires you sign an SOA first. I send a secure PlanEnroll link by SMS or email — the 3-step visual guide below shows exactly what to expect.
Review your options together
I present the plans that actually fit your doctors, medications, and budget side-by-side. If your current plan is the most suitable option, I'll tell you so. You decide whether to enroll, switch, or stay put — never any pressure.
Signing your Scope of Appointment in 3 steps
When the time comes to discuss specific plans and pricing, you'll receive a PlanEnroll link by text or email. Here's exactly what to expect.
When and why do I need to sign this?
The SOA must be signed before we discuss specific plan benefits, premiums, or pricing. That moment may come up during our first call or a later one — whenever it does, we'll pause and get the SOA on file first. The Centers for Medicare & Medicaid Services (CMS) requires independent agents to document the topics covered during a sales discussion. The Scope of Appointment is a legal consent form — it is strictly a permission-to-discuss form and does not affect your current Medicare setup, nor does it obligate you to change plans. It simply ensures our conversation stays focused on the products you want to hear about.
Receive and Open the Link
Cameron Carmody will send a custom PlanEnroll link directly to your mobile phone via SMS or to your email. Click on the secure link to start the verification process.
Open the Form on Phone or Desktop
Tapping the link opens the Scope of Appointment Confirmation Form right inside your browser. You can fill it out on your phone, or if you'd rather use a larger screen, open the link from your email and complete it on your desktop — the form is identical either way. Check the plan types you want to discuss, fill in your details, and you're done.
The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to any face-to-face sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative.
By signing this form, you agree to a meeting with a sales agent to discuss the types of products you indicated above. Please note, the person who will discuss the products is either employed or contracted by a Medicare plan. They do not work directly for the federal government. This individual may also be paid based on your enrollment in a plan. Signing this form does NOT obligate you to enroll in a plan, affect your current enrollment, or enroll you in a Medicare plan.
Note: Each person enrolled in Medicare receives a Medicare Beneficiary Identifier number (MBI) on their Medicare card. Enter the information of the primary Medicare beneficiary (cardholder).
Wait for your appointment with Cameron
After you click Submit, you'll land on a thank-you confirmation page like the one shown — that's it, your part is done. Your SOA is saved on PlanEnroll's end and Cameron is notified instantly. From here, just wait for your scheduled appointment time and Cameron will join you then. Haven't booked a time yet? Grab a slot on Cameron's calendar now so the meeting is locked in.
Thank you for completing the Scope of Sales Appointment Confirmation form
Your agent Cameron Carmody will be notified that this has been completed and will follow up with you regarding next steps.
Having trouble signing?
If you don't receive the SMS code or get stuck on any step, please call me directly and we can resolve it together.
Call Cameron: 509-652-2496Call Cameron: 509-652-2496By calling or texting the number above, you grant permission for a licensed insurance agent to contact you by phone or text regarding Medicare Advantage, Prescription Drug, and Medicare Supplement plans. This is a solicitation for insurance. Available Mon–Fri 9:00 AM – 5:00 PM (Mountain Standard Time). Closed federal holidays.