Webinar: Stay Compliant with Electronic Scope of Appointments by Integrity Trainings

Stay Compliant with Electronic Scope of Appointments

About

Send SOA by email or text message from a Contact Record or Client Connect Marketing.
48-hour tracking option is available. SOAs are stored in the Contact Record and can be viewed and printed as needed.

When

Wednesday, July 16, 2025 · 1:00 p.m. Central Time (US & Canada) (GMT -5:00)

Agenda

Sending an SOA via Email or Text
Compliant 48 Tracking
Filter Client by SOA Status

Presenters

Anna Patrick

Adrienne Ostrus

Reserve Your Spot

Full name*

Email Address*

Phone Number*

National Producer Number (NPN)*

Integrity FMO/Upline*

Are you a new user to the platform?*

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