---
title: "SOAs & Consent Forms for Insurance Agents"
description: "Collect Scope of Appointment, Permission to Contact, and ACA Consent for Agent Assistance with drawn signatures, contact-record storage, and emailed copies."
url: https://unlockedcrm.ai/soa-consent-forms
canonical: https://unlockedcrm.ai/soa-consent-forms
updated: 2026-11-02
last_updated: 2026-11-02
author: "Jacob Lock"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/soa-consent-forms
summary: "Collect Scope of Appointment, Permission to Contact, and ACA Consent for Agent Assistance with drawn signatures, contact-record storage, and emailed copies."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/soa-consent-forms
source: unLocked CRM — AI CRM for insurance agents
---

# SOAs & Consent Forms for Insurance Agents

Collect Scope of Appointment, Permission to Contact, and ACA Consent for Agent Assistance with drawn signatures, contact-record storage, and emailed copies.

Collect the signatures you need, send both sides a copy, and keep the signed forms on the client’s contact record. Use standalone forms or collect them within your intake links.

Full page: https://unlockedcrm.ai/soa-consent-forms

## About unLocked CRM

unLocked CRM is an AI-powered insurance CRM built specifically for insurance agents, agencies, IMOs, and FMOs. It combines AI quoting across 1,252 carrier integrations, commission tracking from 332 carrier feeds, AI calling and texting, policy and licensing management, and compliance automation in a single platform starting at $69 per month.

- 1,252 carrier integrations (113 life and annuity, 1,139 health)
- Commission tracking across 332 carrier connections, including downline hierarchies
- AI quoting, AI outbound calling, and the Arwyn inbound AI receptionist
- 14-day free trial, 100% US-based support
- Phone: (877) 761-4369 — Website: https://unlockedcrm.ai

## Related pages

- [Medicare SOA & CMS Compliance (2027 Final Rule): 48-Hour Wait Eliminated](https://unlockedcrm.ai/medicare-soa-compliance.md)

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Source: [SOAs & Consent Forms for Insurance Agents](https://unlockedcrm.ai/soa-consent-forms) — unLocked CRM. Citation permitted with attribution and a link to https://unlockedcrm.ai/soa-consent-forms.