FAQs about SOAs in AMS+

You can update certain details on a Scope of Appointment (SOA) form after it has been created (even if it has already been completed) provided you meet the permissions criteria outlined in this article.

For more on SOAs, including training and related resources, see this feature overview.

FAQs

Will I be notified when an SOA is signed?

Yes. When the SOA form is signed, AMS+ sends an email notification with a PDF copy to the user associated with the SOA.

Can SOAs be sent by text?

Yes. If the record has a primary email address, AMS+ will automatically send an email when the SOA is generated. Afterward, you can refresh the Consent tab to view additional options:

• Email the form link
• Text the form link
• Open the form link for in-person signature (e.g., walk-in appointments).

Can I modify the Appointment Date after the document is signed?

Yes. If you are the user who originally generated the SOA, you may edit any of the following:

• Plan(s) the Licensed Sales Representative will Represent During the Meeting
• Date Appointment is Completed
• 48 Hour Exception Reason

Note: The system will regenerate the SOA PDF every time an edit is saved.

Can I run reports on signed SOAs?

No. AMS+ does not currently support reporting specifically for signed SOAs.

What languages are supported?

SOA forms are available in English and Spanish only.

Can I customize the SOA form, such as adding my logo?

No. The format, design, text, and logo on the SOA form itself cannot be modified.

However, you can customize SOA-related email templates (e.g., include your agency logo or messaging) under My Agency Settings > Marketing Templates.

What is the sales rep ID on the SOA?

In AMS+, the sales rep ID may refer to:

• The agent’s National Producer Number (NPN)
• Writing number
• Carrier Sales IDs
• State License IDs

Do SOA links expire?

Yes. SOA links expire 24 hours after being sent. Once expired, you must resend the link to the recipient.