How to Buy the Scope Only Survey

Sometimes you don't need the whole survey — you just need a signed Scope of Appointment before the meeting. The SOA Only survey collects exactly that: your client signs the scope from a single link, and nothing else. Here's how to add it to your account in a few minutes.

Perfect for the compliance-only moment. Booked an appointment from a referral or a call and just need the scope on file? Send the SOA Only link, your client signs in about a minute, and you walk in covered — no health questions asked, no drug lists collected.

One requirement first: the SOA Only survey is an add-on — it's available to purchase once you have one of our Full Intake Surveys (Medicare, ACA, or Life Insurance) or our ConnectureDRX platform on your account.

Create or sign in to your RetireFlo account

Head to RetireFlo.com and click Get Started (top right) to create your account — or Log In if you already have one. Already a RetireFlo user? Just log in and jump to step 3.

The RetireFlo homepage with the Get Started and Log In buttons

Add a promo code

Open the Survey Marketplace from the left sidebar. At the top there's a banner with an Add promo code button — that's where discount codes go. You can also add one any time under Account Settings → Payment Settings, in the “Traditional Links Discount Code” box.

The Survey Marketplace promo banner with the Add promo code button highlighted

Select the SOA Only survey

In the Survey Marketplace, scroll past the main surveys to the second row and pick SOA Only — just the Scope of Appointment form, nothing else. Press Select, choose monthly or annual billing, and check out. Your link is active immediately.

The SOA Only card in the Survey Marketplace at $9.99 per month — just the Scope of Appointment form

Make it yours, then send it out

Press Manage next to your new survey to add your logo, headshot, and colors, then copy your link from the dashboard and send it to the client before your meeting — text or email both work. When it comes back signed, counter-sign it in your Submission Center. (Our Scope of Appointment guide covers signing and where everything is stored.)

Good to know

What it collects: the Scope of Appointment form — that's it. No health questions, no drug lists.
Valid for one year: CMS regulations state SOAs are valid for one year from the date they're signed.
Stored for at least 10 years in your Submission Center — download it any time from the submission's View / Download button.
Want the scope and the good stuff? The Medicare (Short) survey includes the SOA plus prescriptions, doctors, hospitals & pharmacies, and permission to contact — same signing flow, much more to quote with.
Unlimited sends — one subscription, as many clients and prospects as you like.

Still stuck?

Grab a time with the RetireFlo team and we'll walk through it with you — or ask the community, someone's always online.

Book a 1-on-1 Ask in RetireFlo Island