document management for ACA

1 Article

Automate ACA Consent Forms with Agent CRM: Compliance Made Easy

Agent CRM Team October 16, 2024

3 Min Read

At Agent CRM, we’ve setup the automated ACA consent form. You can send out the consent forms with a click, and everything is securely stored in their profile

Forms & Surveys

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document management for ACA

Ring Timeout

Is there a way to add them as a contact and not an opportunity?

Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a clients birthday?

Can I assign a phone number to a workflow?

ACA CRM (Agent CRM)

How do you add a new name to the column and to the tag list?

Month of Upgrades, Masterminds, and More! (September 10th Newsletter)

How much extra is it per month to add another phone number?

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document management for ACA