Attract and organize
Use an agent website and event pages to create a clear response path, then connect the inquiry to the CRM client record and next action.
Medicare & ACA CRM + complete agent workspace
One CRM for the sale, the client, and the proof.
Informed + Choice connects CRM, Medicare Annual Review, a recorded business line, an agent website, events, quoting workflows, electronic forms, and long-term records.
Attract a new inquiry, organize the client work, prepare the review, complete the call and forms, then schedule the next annual conversation without rebuilding the same client story in separate tools.
CRM + client work Rules-based Annual Review Agent website + events Recorded business line Electronic SOA ACA consent + review Long-term record vault
Built for licensed agents using their approved scripts, carrier procedures, enrollment workflows, and compliance processes.
Agent Workspace
Maria R. client record
Medicare Annual Review
18 plans calculated from confirmed facts
Electronic SOA
Signed from mobile link
ACA Consent
Stored with review record
Connected client work
Annual Review assessmentReady
Recorded client callStored
Scope of AppointmentLinked
Next annual follow-upScheduled
For agencies, FMOs, and broker networks
Give every ACA agent a branded consent link, QR code, and exportable record workflow.
Built for organizations that need consistent ACA consent and application-review documentation across a downline without forcing a CRM, quoting, EDE, or enrollment-platform migration.
What this is
One connected client history for the work agents already do
Most agents have to move the same client across separate tools for contacts, quoting, plan review, phone calls, forms, website leads, events, and storage. Agent Workspace connects those steps.
Continue using carrier, FMO, and approved enrollment platforms where required. Use Informed + Choice to organize the client, calculate the review, complete the supporting workflow, and keep the evidence retrievable.
Complete the work
Prepare the case, review plans, make recorded calls, send electronic forms, and keep the supporting evidence connected.
Retain the client
Run a rules-based Medicare Annual Review, explain the tradeoffs, schedule follow-up, and preserve the work in the same client history.
Workflow paths
See how each workflow fits the CRM
Explore each part of Agent Workspace in detail, or choose the smaller Vault when electronic forms and storage are all you need.
Complete individual-agent offer
Agent Workspace
Get the sale. Keep the client. Keep the proof.
Bring CRM, Medicare Annual Review, a recorded business line, agent website, events, electronic SOA, ACA records, quoting workflows, and long-term storage into one connected client history.
- CRM and client work history
- Annual Review with Blue Button, prescription photos, or manual intake
- Drug-cost calculations and provider search
- Medigap and Marketplace quoting
- Recorded inbound and outbound line
- Personal website and educational event workflows
- Personal SOA and ACA links with 10-year Vault
Client retention
Medicare Annual Review
Calculated with defined rules, reviewed by the licensed agent
Collect medications, pharmacy, doctors, current-plan context, and eligibility facts once. Calculate and group the eligible plan set with source evidence and unresolved facts kept visible.
- Medicare data, bottle photo, or manual intake
- No AI bot calculates or chooses the plan
- Plan-specific drug and cost assessment
- Pharmacy and provider evidence
- Requirement-fit groups and tradeoffs
- Versioned result connected to the client
Electronic forms
Electronic SOA
Send, sign, track, and store Scope of Appointment forms
Send a private Scope of Appointment link by text or email. Beneficiaries can review and sign from a phone, tablet, or computer through a web-based signing workflow.
- Send SOA links by text or email
- Mobile-friendly signing
- Pending and signed status
- Replacement SOA when product scope changes
- Completed record stored in the vault
Telephone workflow
Telephone SOA & Voice Signature
Recorded telephone authorization workflows
When a telephone workflow is the right fit, use your recorded business line to capture a telephone Scope of Appointment, voice signature-style authorization, or enrollment-related call record.
- Recorded telephone SOA
- Voice signature-style workflows
- Recorded beneficiary acknowledgments
- Call records tied to sales files
- Works alongside electronic SOA
ACA workflow
ACA Consent & Eligibility Review
Marketplace documentation in the same vault
Document ACA consumer consent, eligibility application review, Marketplace-related records, and supporting files in the same agent-controlled vault you use for Medicare workflows.
- Consumer consent documentation
- Eligibility review records
- Marketplace Plan Finder access
- Historical imports
- Medicare and ACA records in one account
How it works
How the agent vault workflow works
Step 1
Create or capture the record
Generate an electronic SOA, send an ACA consent form, use your recorded business line, or capture a telephone SOA / voice signature workflow.
Step 2
Send the link or handle the call
Send a secure link by text or email, or complete the process through a recorded call when your workflow supports a telephone record.
Step 3
Client signs or authorizes
The beneficiary or consumer completes the web form from their device, or the authorization is captured through the recorded telephone workflow.
Step 4
Store, retrieve, and export
The completed form, call recording, or supporting file is stored in your vault so you can retrieve it later and export your records if your business changes.
Mobile-first field workflow
Built for real sales moments, not perfect office workflows
Medicare and ACA sales conversations do not always happen at a desk. You may be on the phone, at an office appointment, following up after an educational event, helping a senior from your phone, or responding when the client wants to discuss a different product type.
Send a private electronic SOA link by text or email. Let the beneficiary sign from their phone. Create a replacement SOA when the product scope changes. Use the recorded business line when a telephone SOA, voice signature, or telephonic enrollment record is the better workflow.
Send links from your phone
No app required for the signer
Web-based signing experience
Status tracking for pending and signed forms
Telephone workflow when a link is not the right fit
Completed records stored in your vault
Medicare + ACA
One vault for Medicare and ACA workflows
Keep Medicare and ACA records in one place instead of spreading them across phone systems, email, PDFs, carrier portals, and desktop folders.
For Medicare agents
Use Informed + Choice to support the records that surround Medicare sales conversations.
- Electronic Scope of Appointment
- Telephone Scope of Appointment
- Voice signature-style workflows
- Recorded Medicare sales calls
- Telephonic enrollment call records
- Replacement SOAs when scope changes
- Supporting sales documents
- Exportable records
For ACA Marketplace agents
Use the same vault to organize ACA consumer consent, eligibility review documentation, Marketplace records, and related call recordings.
- ACA consumer consent records
- Eligibility application review documentation
- Marketplace Plan Finder access
- Historical record imports
- Supporting Marketplace files
- Medicare and ACA records in one account
Primary agent offer
Agent Workspace for the full client lifecycle
Agent Workspace combines CRM, Medicare Annual Review, a recorded business line, an agent website, events, electronic SOA, ACA records, and the compliance vault for $39.99 per month.
The signature difference is the connection: the review becomes client work, the call stays with the record, the forms stay with the case, and the next follow-up is already visible.
Attract
- Starter local agent website
- Event pages, flyers, and QR codes
- CRM-connected inquiries
Complete
- CRM and open client work
- Recorded calling and electronic forms
- Long-term compliance vault
Retain
- Rules-based Annual Review
- Source evidence and tradeoffs
- Next action and follow-up
Agent-owned records
Your clients. Your records. Your vault.
Independent agents often work across carriers, FMOs, quoting tools, enrollment systems, and phone vendors. Those tools may change as the business changes.
Your client history and supporting records should not be trapped when that happens. Informed + Choice keeps the work connected to your book of business: client cases, assessments, SOAs, call recordings, ACA consent and review records, enrollment records, and uploaded files.
No FMO lock-in
Connected CRM work
Exportable records
Works with required carrier tools
Built for individual agents and agency rollouts
Focused workflows
Go deeper on the part of the Workspace you need
Review the Annual Review, ACA, multilingual, recorded-line, and electronic-form workflows separately without losing the complete offer.
Medicare Annual Review
Collect confirmed client facts, calculate the eligible plan set with defined rules, and review source evidence, costs, requirement fit, and tradeoffs without an AI plan picker.
View Medicare Annual ReviewMarketplace Plan Finder
Search ACA Marketplace plans, compare options, and review provider and drug coverage inside the ACA workflow.
View ACA ToolsMultilingual forms
Send Medicare SOA and ACA consent forms in supported languages so the signer-facing experience is easier for multilingual households.
View Multilingual FormsAgent workflows
Explore the CRM-connected workflows
See how Agent Workspace handles recorded calls, long-term vault storage, and electronic Scope of Appointment forms without breaking the client history apart.
Recorded business line for Medicare and ACA agents
Use Business Line + Vault when you need a dedicated recorded business line connected to SOAs, ACA consent records, eligibility review documentation, enrollment-related files, notes, uploads, and exportable records.
View recorded business line for Medicare and ACA agentsSOA Vault for Medicare and ACA agent record storage
Use SOA Vault when you need electronic SOA, ACA consumer consent, eligibility review documentation, stored call recordings, historical uploads, and exportable record storage without focusing on the active phone line.
View SOA Vault for Medicare and ACA recordsElectronic Scope of Appointment for Medicare agents
Use Electronic SOA when you need to send a private signing link by text or email, track pending and signed status, and keep the completed SOA in the vault.
View electronic Scope of Appointment for Medicare agentsProvider tools
Provider workflows are part of the broader platform
Informed + Choice also supports healthcare data workflows for provider organizations, including patient-authorized data access and clinical context tools. For now, the homepage highlights the agent compliance workflows that are available for licensed Medicare and ACA agents.
View Provider ToolsResources
Agent compliance resources
Learn how the vault, recorded line, and electronic form workflows fit common Medicare and ACA documentation needs.
Marketing call vs. enrollment recording
Understand when Medicare marketing call recordings follow six-year retention and when telephonic enrollment records stay separate.
Medicare enrollment recording rulesCMS 2027 rule changes for Medicare agents
Understand the current Medicare call-recording, SOA, and retention landscape for licensed agents.
Medicare call recording requirementsElectronic Scope of Appointment
Learn how electronic SOA links, mobile signing, pending status, and replacement SOAs can fit your Medicare workflow.
Electronic Scope of Appointment for Medicare agentsConnecture, Sunfire, and independent records
Compare FMO platform workflows, voice signatures, call recording, data portability, and standalone SOA vault storage.
Telephone SOA and voice signature workflowsACA consent and eligibility review
Document ACA consumer consent and eligibility application review records in a secure vault.
ACA consent and eligibility review recordsGoogle Drive vs. SOA Vault
Compare generic cloud folders with an agent-controlled vault for SOAs, call recordings, ACA records, retrieval, and export.
Compare storage workflowsMultilingual Medicare and ACA forms
Support signer-facing forms in multiple languages for Medicare SOA and ACA compliance workflows.
Multilingual compliance forms for insurance agentsFAQ
Frequently asked questions
What is Informed + Choice for agents? +
Informed + Choice Agent Workspace is an available $39.99-per-month CRM and connected system for individual Medicare and ACA agents. It includes a rules-based Medicare Annual Review, a recorded business line, an agent website, event workflows, electronic SOA, ACA records, quoting workflows, Blue Button access, and a long-term compliance vault.
What is the Agent Compliance Vault? +
The vault is the recordkeeping layer inside your account. It stores SOAs, call recordings, ACA consent records, eligibility review documentation, telephonic enrollment records, uploaded files, and supporting sales documents.
Can I send an electronic Scope of Appointment by text or email? +
Yes. Agents can generate a private SOA link and send it by text or email. The beneficiary can review and sign through a web-based signing workflow from a phone, tablet, or computer.
Can I use the recorded line for telephone SOA or voice signature workflows? +
Yes. When your workflow supports a telephone SOA or voice signature-style process, you can use the recorded business line to capture the call and store the recording with the related sales records.
Can I use the recorded line for telephonic enrollment calls? +
Yes. When telephonic enrollment is available through your approved enrollment workflow, the recorded business line can help capture and store the enrollment-related call record with the related SOA and sales documents.
Does this work for ACA agents too? +
Yes. ACA agents can use the vault to store consumer consent records, eligibility application review documentation, Marketplace-related files, and related call recordings.
Does AI calculate the Medicare Annual Review or choose a plan? +
No. An AI bot does not calculate the plan assessment or choose the plan. Annual Review follows defined calculation and requirement-matching rules using confirmed client facts and source-backed plan, drug, pharmacy, provider, benefit, and eligibility data. The licensed agent reviews the evidence and makes the decision with the client.
Can I export my records? +
Yes. The platform is designed so agents can export their recordings and documents if their workflow changes.
Start with the complete Agent Workspace
Put CRM, Annual Review, a recorded business line, agent website, events, electronic Medicare and ACA forms, quoting workflows, and long-term records into one client-centered system.
Built for licensed Medicare and ACA agents. Use your approved scripts, disclosures, carrier procedures, and enrollment workflows.