SOA Assist Pro
Powerful Features for Insurance Professionals
Client Management
Organize and track client progress in one place with our intuitive dashboard
Email Automation
Save time with professional, customizable email templates and scheduling
SOA Automation
Generate, send, and track Scope of Appointment forms automatically
Turn 160+ Hours of Work Into Free Time
Insurance agents spend an average of 20 minutes per client on administrative tasks during Medicare Open Enrollment. With 500 clients, that's over 4 weeks of work!
SOA Assist Pro automates your entire workflow: emails, scheduling, SOA forms, and monitoring - giving you back valuable time to focus on what matters.