Capture the record
Create electronic forms, send secure links, record calls, and support telephone authorization workflows.
Agent Compliance Vault + Recorded Business Line
Agent Compliance Vault for Medicare & ACA Insurance Agents
Informed + Choice helps licensed insurance agents capture, sign, record, store, and retrieve the records that support Medicare and ACA sales workflows.
Send electronic Scope of Appointment forms by text or email. Use a recorded business line for telephone SOA, voice signature, and telephonic enrollment workflows. Store call recordings, SOAs, ACA consent records, eligibility review documentation, and supporting sales files in one agent-controlled vault.
Electronic SOA Telephone SOA Voice signature workflows Automatic call recording ACA consent records Telephonic enrollment records Exportable vault
Built for licensed agents using their approved scripts, carrier procedures, enrollment workflows, and compliance processes.
Client Record Vault
Maria R. compliance file
Recorded Business Line
Medicare sales call stored
Electronic SOA
Signed from mobile link
ACA Consent
Stored with review record
Vault contents
Call recordingStored
Scope of AppointmentSigned
Telephonic enrollment recordLinked
Supporting sales files4 files
What this is
One record layer for the work agents already do
Most agents already use separate tools to quote plans, enroll clients, manage contacts, send forms, and make phone calls. Informed + Choice gives you the compliance record layer that sits beside those tools.
Use your existing quoting, CRM, FMO, carrier, or enrollment platforms. Use Informed + Choice to handle the records that need to be created, captured, stored, and retrieved.
Store the record
Keep SOAs, call recordings, ACA consent records, eligibility review documentation, and uploaded files in one secure vault.
Keep control
Your records stay under your account, not trapped inside a carrier, FMO, CRM, or generic phone system.
Workflow paths
Choose the workflow you need today
Start with the workflow that solves your immediate problem. Add the rest as your process grows.
Primary offer
Business Line + Vault
Recorded business line for Medicare and ACA sales calls
Get a dedicated recorded business line with automatic call recording and secure vault storage. Use it for insurance sales calls, telephone SOA, voice signature workflows, telephonic enrollment records, and supporting documents.
- Automatic call recording
- Secure call recording vault
- Telephone SOA / voice signature support
- Telephonic enrollment record storage
- SOA and ACA document storage
- Export your records
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
Recorded business line with vault storage
Business Line + Vault gives licensed agents a dedicated recorded line for Medicare and ACA sales calls, plus a secure vault for the records connected to those conversations.
It is not just a phone number. It is a recorded-line workflow connected to your compliance vault.
Call workflow
- Dedicated business line
- Automatic call recording
- Inbound and outbound workflows
- Recorded telephone authorization records
Vault workflow
- Call recording storage
- SOA and ACA document storage
- Uploaded files
- Searchable record history
- Exportable records
Seasonal workflow
- Use during busy selling seasons
- Downgrade to Vault Only off-season
- Keep access to stored records
- Reactivate when sales volume increases
Agent-owned records
Your clients. Your records. Your vault.
Independent agents often work across carriers, FMOs, CRMs, quoting tools, and enrollment systems. Those tools may change as your business changes.
Your compliance records should not be trapped when that happens. Informed + Choice gives you a standalone place to keep the records connected to your book of business: SOAs, call recordings, ACA consent records, eligibility review documents, telephonic enrollment records, and uploaded files.
No FMO lock-in
No CRM bloat
Exportable records
Works with your existing stack
Built for independent agents and agencies
Account tools
Additional tools when they fit your workflow
Start with the vault and recorded-line workflow. Use the additional tools when they support the way you work.
Medicare intake tools
Patient-authorized Medicare data workflows and Part D prescription history tools can support plan-review preparation when they fit your process.
View Medicare Agent ToolsMarketplace 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 FormsPricing
Simple pricing for agent compliance workflows
Start with the workflow you need now. Keep your records organized as your business grows.
Business Line + Vault
$39.99
/month
For agents who want a recorded business line plus secure vault storage for calls, forms, and sales records.
- Dedicated recorded business line
- Automatic call recording
- Electronic SOA workflow
- Telephone SOA / voice signature records
- ACA consent and eligibility review storage
- Telephonic enrollment record storage
- Uploaded sales documents
- Record export
- Cancel any time
Vault Only
$9.99
/month
For agents who want electronic forms, record storage, or lower-cost off-season vault access without keeping the recorded line active year-round.
- Electronic SOA storage
- ACA consent and eligibility review records
- Stored call recordings
- Historical imports
- Uploaded documents
- Record export
- Off-season flexibility
Provider 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.
CMS 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, Zapier, and call recordings
See why disconnected folders and generic automation are a weak place to keep long-term call recording evidence.
Call recording storage for insurance agentsMultilingual 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 is an agent compliance workflow platform for licensed Medicare and ACA insurance agents. It helps agents create electronic forms, record calls, support telephone SOA and voice signature workflows, store ACA documentation, and keep related records in one 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 this replace my CRM, FMO platform, or quoting tool? +
No. Informed + Choice is designed to work beside your existing stack. Use your current quoting, CRM, FMO, carrier, or enrollment tools, and use Informed + Choice to manage the compliance record layer.
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 agent workflow you need most
Set up a recorded business line, send electronic SOAs, support telephone SOA and voice signature workflows, store ACA consent records, and keep your sales documents in one agent-controlled vault.
Built for licensed Medicare and ACA agents. Use your approved scripts, disclosures, carrier procedures, and enrollment workflows.