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Scope of Appointment (SOA’s)

Unlock the Full Potential of Your Medicare Business

At Insurety Agency Services we understand the intricacies of the Medicare industry. Our specialized retention services are designed to ensure that your Medicare agency is not just acquiring new clients but retaining them, maximizing the value of every Scope of Appointment (SOA).

Why Partner with a Retention Agency?

Let Insurety Agency Services help you speed the up process of getting new business. We will handle everything involved with Scope of Appointments. From reaching out to the policyholder to scheduling the appointment, our retention support team will streamline this area, so you’re more cost effective.

Let Us Help You

Benefits of Working with a Retention Agency:

  • Expertise in Client Retention: Retention agencies specialize in strategies and tools that enhance client loyalty. By partnering with us, you tap into a wealth of knowledge and experience that can help you maintain a strong client base.

  • Time Efficiency: Instead of juggling between acquiring new clients and retaining existing ones, allow us to handle the latter. This lets you focus on what you do best: providing expert Medicare advice.

  • Enhanced Client Satisfaction: With specialized retention strategies, your clients will feel more valued and understood. A happy client is more likely to stay with you and refer others.

  • Cost-Effective: Acquiring a new client can be up to 10 times more expensive than retaining an existing one. By investing in retention, you’re ultimately saving money in the long run.

Take the Next Step

Don’t let the challenges of client retention hold you back. Partner with us and ensure that your clients remain loyal and satisfied. Together, we can make your Medicare agency thrive.

Book a meeting today to see how we can help your agency!

Contact Us

At Insurety Agency Services (IAS), we understand the intricacies of the Medicare landscape. Our primary mission is to foster enduring relationships, both with Medicare agencies and the invaluable policyholders they serve.  

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FOR CUSTOMERS

The Medicare plans represented are PDP, HMO, PPO or PFFS plans with a Medicare contract. Enrollment in plans depends on contract renewal. Enrollment in a plan may be limited to certain times. Eligibility may require a Special or Initial Enrollment Period. Insurety Agency Services and Medicare supplement insurance plans are not connected with or endorsed by the U.S. government or the federal Medicare program. 


We do not offer every plan available in your area. Currently, we represent 6 organizations that offer 57  products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options. 


Benefits shown are for the 2023 plan year. Benefits may vary in 2024. Not all plans offer all benefits mentioned. Benefits may vary by carrier and location. Deductibles, copays, and coinsurance may apply. Limitations and exclusions may apply. $0 premium plans are not available in all areas. You must continue to pay your Part B Premium. 


By initiating a chat or scheduling a call you are agreeing to be contacted by a licensed sales agent by email, text message, or phone call to discuss information about Medicare insurance plans. This is a solicitation for insurance. Standard messaging rates may apply. 


The purpose of this site is the solicitation of insurance. Contact may be made by an insurance agent/producer or insurance company. Insurety Agency Services is a free service with no obligation to enroll. Your information and use of this site is governed by our most recent Terms of Use and Privacy Policy.