video1.0<iframe src="https://www.loom.com/embed/4046c1a09b094950a2b2ffa60db1a150" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4046c1a09b094950a2b2ffa60db1a150-fad5c4d7a62a285e.gif176.42666699999998This Loom explains how to set up ACA and SOA electronic scope of appointments so reps can collect and complete signatures online. In Settings under Emails, Columns, Calendar, and other optional features, users enable Electronic Scope of Appointments and select the SOA template, then set default pronouns and enable the ACA with a chosen signature method and template. After submitting settings, each user updates their agent ID and NPN number under Account then My Information, and imports their signature under the SOA tab while creating a sales rep ID. In Sendigit, the rep generates Medicare forms using the Leeds account, confirms contact details, submits SOA to send a link, and then tracks status changing from Requested to Completed after the customer signs.