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Your branded SOA page
Give clients a professional page with your agent profile, logo, and headshot.
Electronic SOA by Informed + Choice
Send the SOA. Keep the signed record.
Create a branded SOA page, send personal or client-specific links, collect electronic signatures, track completion, and retrieve completed records.
$9.99 per month
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan.
Watch the individual-agent tour (3:00)Already use other quoting or enrollment tools? Add the SOA workflow alongside them. Explore Essentials when you need the connected workspace.
Product demo
See the individual-agent workflow in action
Take a tour of the agent profile, branding, shareable links, signing workflow, and Vault. See the product before you sign up for your own agent account.
3 minutes · Silent video · Harbor demo account
Use fullscreen for a closer look at the product.
Open video in a new tabFocused product
Everything needed for the electronic SOA path
Set up your agent page, share an SOA link, check its status, and retrieve the signed record. Essentials adds the broader connected workspace.
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Personal or client-specific links
Share your standing SOA page or create a link for a specific client and appointment.
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Electronic signatures
Let the beneficiary review and sign from a phone, tablet, or computer.
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Completion tracking
See which requests are pending and which SOAs have been completed.
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Completed-document storage
Keep signed SOAs organized under your account for later retrieval.
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Record lookup and export
Find and download the completed SOA when your workflow requires it.
Your first useful task
Send your first SOA. Know where to find it.
Have your login email, agent details, National Producer Number (NPN), and payment card ready. This signup selects Electronic SOA.
You will see Electronic SOA Vault during signup and Agent Vault in the app. These refer to your SOA subscription and workspace.
Start Electronic SOA30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan.
1. Create your account and review your plan
Complete Account, Profile, and Payment. Confirm Electronic SOA Vault, your trial eligibility, and the amount due before completing checkout.
2. Prepare and share an SOA link
Check the agent details on your SOA page. Copy your personal SOA link, or create a client-specific request with the appointment details and agreed product scope.
3. Check completion and open the record
After the client signs, confirm the completed status and open the signed SOA. Download its PDF when your workflow requires it.
Product and support options
Choose focused SOA or the connected Essentials workspace
Electronic SOA by Informed + Choice
Electronic SOA
$9.99/month
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan.
Renews monthly until you cancel. Cancel before the trial ends to avoid the first charge. If you have already used the trial, review and accept paid signup before continuing.
Start Electronic SOA30-day free trial
Essentials
$29.99/month after the trial
For CRM, quoting, Annual Review, websites, events, calling, and connected records. Card required at checkout. One trial per NPN. Monthly subscription.
Start your 30-day free trialFAQ
Electronic Scope of Appointment questions
How much is Electronic Scope of Appointment? +
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan. Renews monthly until you cancel. Cancel before the trial ends to avoid the first charge. If you have already used the trial, review and accept paid signup before continuing.
Does Electronic SOA include the full Essentials workspace? +
No. Electronic SOA is a focused product. It does not automatically enable Essentials CRM, quoting, Annual Review, websites, events, telephone, or other broader workspace features.
Does Electronic SOA include Business Telephone? +
No. Business calling is included with Essentials, which is $29.99/month after a 30-day free trial. Card required at checkout. One trial per NPN. Use just the phone or the rest of Essentials at the same price and through the same signup.
Can I send an SOA link by text or email? +
Yes. You can copy the personal or client-specific SOA link and send it through the communication method appropriate for your workflow.
Can I retrieve completed SOAs later? +
Yes. Completed SOA records remain available for lookup and download in the focused SOA workflow, subject to the subscription terms and applicable retention requirements.
Is this legal or compliance advice? +
No. Electronic SOA provides a documentation workflow. Agents remain responsible for current CMS rules, carrier and agency procedures, state requirements, approved scripts and forms, privacy obligations, and the rules that apply to each appointment.
Electronic SOA by Informed + Choice
Start the focused electronic SOA workflow
30-day free trial if eligible, then $9.99/month. Card required. One trial per NPN for this plan.
Start Electronic SOA