What does SOA stand for in the context of marketing?

In the context of marketing, SOA stands for Scope of Appointment. This term is particularly relevant in the insurance and healthcare sectors, where it refers to a document that outlines the specific types of services or products that a marketing representative is authorized to discuss with a consumer during a scheduled appointment. The Scope of Appointment is crucial for ensuring that the discussion remains compliant with regulatory requirements, helping to protect both the consumer's interests and the integrity of the marketing practices.

Using a Scope of Appointment ensures transparency, allowing consumers to clearly understand the purpose of the meeting and the topics that will be covered. This practice is essential for maintaining trust and clarity between clients and representatives, which is a key aspect of effective marketing strategies in regulated industries.