Plan search
Find available Marketplace plans
Start with the client and case details instead of rebuilding the same information across disconnected tools.
ACA Marketplace quoting in Agent Workspace
Quote Marketplace plans without leaving the client workflow.
Search available ACA Marketplace plans, compare estimated costs, and review doctor and prescription matches from the same workspace where you manage the client.
$0 for 30 days. Card required. Then $29.99/month unless canceled.
Search
Available Marketplace plans for the case
Review
Doctors, prescriptions, and plan details
Compare
Premiums and estimated costs side by side
A straightforward quote workflow
From client details to a useful plan comparison
Marketplace quoting is part of Agent Workspace, so the quote starts with the client and stays connected to the work that follows.
- 01
Enter the case
Add the location, household, income, and coverage details needed to search the Marketplace.
- 02
Add doctors and prescriptions
Capture the providers and medications that should be considered while reviewing available plans.
- 03
Compare plans and estimated costs
Review plan details side by side, including premiums and available provider or prescription information.
- 04
Continue the client workflow
Keep the quote conversation connected to the client record, notes, tasks, and follow-up in Agent Workspace.
The information agents need
A focused view of the Marketplace conversation
Keep the quote centered on availability, coverage fit, and estimated cost without turning the page into another all-in-one sales pitch.
Coverage fit
Review doctors and prescriptions
Bring the provider and medication questions into the same quote workflow when supporting data is available.
Cost review
Compare the details that shape the conversation
Look at premiums, estimated costs, plan information, and coverage considerations in one organized view.
Included in Agent Workspace
Marketplace quoting is part of the workspace.
There is no separate Marketplace quoting add-on. Use it alongside the client CRM, notes, tasks, ACA forms, and follow-up already in Agent Workspace.
Agent Workspace supports the quote workflow. Agents remain responsible for licensing, current Marketplace requirements, source verification, and approved enrollment procedures.
Agent Workspace
$29.99/month
Start with a 30-day free trial.
Start 30-Day Free TrialCard required. No charge for 30 days. Cancel before the first charge.
Questions agents ask
ACA Marketplace quoting FAQ
Is ACA Marketplace quoting included in Agent Workspace?
Yes. Marketplace quoting is an included Agent Workspace workflow, not a separate quoting subscription.
What can agents review in the Marketplace quoting workflow?
Agents can search available plans, compare plan details and estimated costs, and review provider or prescription information where supporting source data is available.
Does Agent Workspace replace HealthCare.gov or an approved enrollment platform?
No. Agent Workspace supports the quote and client-review workflow. Agents should complete eligibility, enrollment, and submission steps through the appropriate Marketplace or approved enrollment pathway.
Is Marketplace plan information available everywhere?
Plan, provider, prescription, and cost information can vary by state, service area, plan year, and source-data availability. Agents should confirm current plan details before enrollment.
Do I need a card to start the Agent Workspace trial?
Yes. A card is required, but it is not charged during the first 30 days. After the trial, Agent Workspace is $29.99 per month unless you cancel before the first charge.
Ready when the client is
Bring Marketplace quoting into Agent Workspace.
Search plans, compare estimated costs, and keep the conversation connected to the client work that comes next.
Related workflow: ACA consumer consent and eligibility review tools