One of the more tedious yet essential tasks is collecting and managing ACA consent forms. Traditionally, agents have had to handle this process manually, which not only takes time but also increases the risk of errors.
At Agent CRM, we’ve setup the automated ACA consent form. With just a few clicks, you can send out the necessary consent forms to your clients, and once they sign them, everything is securely stored in their profile—no manual actions needed.
Pain Point: Manual Processes Are Time-Consuming and Prone to Errors
For agents who don’t have a system in place, manually managing ACA consent forms can be overwhelming. From sending out the forms to tracking whether they’ve been signed, it’s a labor-intensive process that drains productivity. In many cases, agents have to follow up with clients repeatedly just to get the necessary forms signed, adding frustration and inefficiency to an already busy schedule.
Agent CRM’s Automated Solution for ACA Consent Forms
With Agent CRM, sending ACA consent forms is as simple as selecting the client, clicking a button, and letting the system handle the rest. Here’s how it works:
- Click to Send: On your client’s contact page, select the option to send the ACA consent request.
- Automated Email: The system sends an email to your client containing the ACA consent form, which they can sign from their computer or phone.
- Stored and Accessible: Once the form is signed, it’s automatically saved in the client’s profile, where you can access or download it anytime.
With this automation, not only do you save time, but you also ensure that every step is documented and compliant. No more scrambling to find signed documents or worrying about follow-ups!
The Branning Bundle for ACA Agents (ACA Consent Forms, Funnels, Lead Generation and more)
Beyond the ACA consent form, Agent CRM offers the Branning Bundle, a comprehensive package designed specifically for ACA agents. This bundle includes everything you need to run a compliant and efficient ACA business. From pre-built email campaigns and workflows to lead nurturing sequences, the Branning Bundle has you covered.
What’s inside the Branning Bundle for ACA agents?
- Pre-Built Email Campaigns: Nurture leads and keep clients informed with automated email campaigns designed to stay compliant with CMS regulations.
- Lead Management: Track every prospect from initial contact to policy renewal without lifting a finger.
- Task Management: Automated reminders for important deadlines like open enrollment and renewals.
With the Branning Bundle, your ACA business will be ready to handle more clients, stay compliant, and streamline your workload like never before.
Agent CRM is Built with Compliance in Mind
When it comes to health insurance, compliance is non-negotiable. At Agent CRM, we make sure that agents are equipped with tools that help them stay compliant while providing excellent customer service. Here are just a few ways Agent CRM helps you protect your business and your clients:
- Call Recording: Never forget an important conversation. All calls are recorded and stored, giving you a clear record for future reference and compliance.
- Document Management: Store all important client documents, including ACA consent forms, in a secure, HIPAA-compliant system.
- Reminder Systems: Our AI-driven reminders make sure you never miss a key deadline, from client follow-ups to open enrollment notifications.
Customer Testimonials: Here’s what agents using Agent CRM have to say:
💬 Ronald C: “Agent CRM has been a lifesaver for managing my ACA business. I never have to worry about missing consent forms or deadlines anymore!”
💬 Becky W: “The automations make it so much easier to stay compliant without having to double-check everything manually. It’s like having a virtual assistant!”
💬 Stephen R: “I used to lose hours a week chasing down clients for forms and their documents. Now, it’s all automated. Agent CRM has changed the game.”
Automate with Agent CRM
Without automation, insurance agents are often stuck doing repetitive tasks that take time and attention away from more important work. Agent CRM eliminates those pain points by offering a complete solution that not only makes you more efficient but also ensures that you’re always compliant.
With the built-in call recording, document management, and automated workflows, you can spend less time on paperwork and more time growing your business.
For ACA agents looking to improve their operations and eliminate manual errors, Agent CRM is the ultimate solution. Plus, all of this is included in your subscription, so you don’t have to worry about hidden fees.
Ready to see how Agent CRM can help your ACA business?
Sign up for a free trial at http://www.agent-crm.com today!
Looking for more resources on compliance? Check out our blog TCPA Rules In Effect January 27 2025 – Insurance Agents Must Take Notice
