Client Form Access
This page contains handy links and forms that we'll need for our work together.
Some are contained in my Bridlewood Partner website and will have differing colors and fonts.
Scope of Sales Appointment Confirmation Form
The Scope of Appointment (SOA) form is a Medicare-required document that lets you choose what types of plans you want to discuss—like Medicare Advantage or prescription drug plans.
It helps protect you by keeping the conversation focused only on what you’ve agreed to review. This form must be completed before we talk about plan details, whether in person, by phone, or online.
It’s a simple step that ensures a clear, comfortable, and compliant experience.
Doctors and Prescriptions
Once we've met, please complete this form for a seamless experience with ReDiscover Insurance.