Plan search
Find available Marketplace plans
Start with the client and case details instead of rebuilding the same information across disconnected tools.
Marketplace Plan Finder in Agent Workspace
Search available plans, compare estimated costs, and review doctor and prescription matches without leaving the workspace where you manage the client.
Guided demo and approved provisioning. No public price or automatic production signup.
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
Marketplace quoting is part of Agent Workspace, so the quote starts with the client and stays connected to the work that follows.
Add the location, household, income, and coverage details needed to search the Marketplace.
Capture the providers and medications that should be considered while reviewing available plans.
Review plan details side by side, including premiums and available provider or prescription information.
Keep the quote conversation connected to the client record, notes, tasks, and follow-up in Agent Workspace.
The information agents need
Keep the quote centered on availability, coverage fit, and estimated cost without turning the page into another all-in-one sales pitch.
Plan search
Start with the client and case details instead of rebuilding the same information across disconnected tools.
Coverage fit
Bring the provider and medication questions into the same quote workflow when supporting data is available.
Cost review
Look at premiums, estimated costs, plan information, and coverage considerations in one organized view.
Available through Essentials
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.
Informed + Choice Essentials
Guided demo and approved provisioning
No public price, free trial, or automatic production signup.
Request an Essentials DemoEssentials has no automatic public signup. We confirm fit, scope, pricing, and provisioning after the guided demo.
Questions agents ask
Yes. Marketplace quoting is an included Agent Workspace workflow, not a separate quoting subscription.
Agents can search available plans, compare plan details and estimated costs, and review provider or prescription information where supporting source data is available.
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.
Agent Workspace supports ACA quoting, client review, consent records, and enrollment preparation. Final eligibility, enrollment, and submission still continue through the appropriate Marketplace or approved enrollment pathway.
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.
ACA Marketplace quoting is available through Informed + Choice Essentials. Request a guided demo so we can understand your workflow needs and plan any approved provisioning. Essentials has no public price, free trial, or automatic signup.
Ready when the client is
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