Step 1
Request consent
Send a secure authorization request and complete consent through a structured Blue Button workflow.
Built for licensed Medicare agents
Medicare workflows built for licensed insurance agents
Use patient-authorized Blue Button access to pull claims and Part D prescription history automatically, so you can move from intake to recommendation-ready conversations faster with fewer manual errors.
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Agent login
Built for licensed agents
Blue Button consent workflow
Organization-scoped access controls
SOA Vault self-serve at $9.99/month
A faster intake workflow for Medicare agents
Replace manual reconstructions with a clear three-step process built around beneficiary consent and claims-based context.
Step 2
Auto-import history
After consent, demographics, coverage context, claims data, and Part D medication history are pulled in automatically.
Step 3
Start plan conversations faster
Use real coverage and medication context to support cleaner plan reviews and faster recommendations.
What agents get today
Built for current production workflows.
Blue Button consent workflow
A production-ready Medicare authorization flow designed for agent-initiated beneficiary access.
Automatic Part D RX imports
Medication history is extracted from claims to reduce manual data entry and support a stronger Part D RX lookup tool workflow.
Coverage context for plan compare
Pull Part C and Part D contract and plan identifiers into intake so your Medicare plan compare process starts with cleaner data before Scope of Appointment and enrollment steps.
Core feature
Unified compliance vault for Medicare and ACA
SOA Vault and the ACA workflow pages refer to the same vault account, giving agents a single place to generate, sign, and store required compliance records.
Create digital Medicare Scope of Appointment forms, ACA Consent for Assistance records, and Eligibility Application Review documentation, then store them in a secure vault designed for long-term compliance retention.
Agents can also upload existing SOA PDFs, ACA documentation, and telephonic call recordings so historical compliance records are organized in one searchable location.
Multilingual signing experience
Forms can be delivered through a multilingual signing workflow so beneficiaries and consumers can review signer-facing instructions in their preferred language.
This helps agents reduce confusion during signing while maintaining a clear compliance record tied to the language used during the signing process.
Built for licensed agent organizations
Use a dedicated agent tenant model with organization-level access controls for independent agents, agency teams, and compliance administrators.
Simple pricing designed for independent agents
The compliance vault is available at a low monthly price so independent agents and small agencies can maintain professional compliance workflows without paying for large CRM platforms.
Read our agent resources to learn more about how these workflows fit your organization.
16 Languages Built In
Serve multilingual households with compliant forms
Send Medicare SOA and ACA consent forms in Spanish, Chinese, Vietnamese, Korean, Arabic, and 11 more languages. No translation work required.
Also sell ACA Marketplace plans?
SOA Vault handles your ACA compliance too
The same workflow you use for Medicare SOAs works for ACA Consent for Assistance forms. Generate, send via SMS, and store for 10 years — already included in your $9.99/mo.
Pricing for agent teams
SOA Vault is available now for agents who need compliant SOA and recording storage.
$9.99
per month for SOA Vault
Why agent teams adopt this workflow
Designed for independent and agency-based teams that want cleaner Medicare intake before plan compare, SOA, and enrollment steps.
Less manual intake work
Beneficiary consent plus automatic claims-based imports reduces repetitive data gathering.
More accurate starting context
Plan conversations begin with Part D medication and coverage details from authorized data.
Fits current agent tooling
Works upstream of your existing quoting, recommendation, and enrollment workflows.
Frequently Asked Questions for Insurance Agents
Medicare workflow questions from independent and agency-based agents.
Is this only for agencies with large teams?
No. The workflow supports both independent licensed agents and larger organizations.
Do beneficiaries have to log into a long portal?
No. The process is designed around direct consent and secure retrieval, reducing manual back-and-forth.
Does this replace my current quoting stack?
No. It improves upstream intake quality so your quoting and recommendation workflow starts with cleaner data.
How does RX lookup save time?
Agents send a consent request once, then Part D medication history is imported from claims so there is far less manual re-entry during intake.
Why was HealthLink Secure built?
HealthLink Secure was created to give independent insurance agents a simple way to handle compliance documentation without relying on large CRM systems or enrollment platforms.
Many agents use multiple tools to quote plans, enroll clients, and manage their business. HealthLink Secure focuses specifically on the compliance record layer — generating required forms, capturing signatures, and securely storing the records agents must maintain.
This allows agents to keep their existing quoting or enrollment systems while maintaining a clean and reliable compliance workflow.
Is Informed + Choice an insurance agency?
No. Informed + Choice is not an insurance agency and does not sell insurance.
Informed + Choice and the HealthLink Secure platform are technology tools built for licensed insurance agents, agencies, and healthcare organizations. The platform provides software that helps agents manage compliance workflows such as Scope of Appointment documentation, ACA consent records, and secure authorization processes.
We do not sell insurance, market plans to consumers, or compete with agents for clients.
Your leads, prospects, and clients remain entirely your business. Our role is simply to provide the software infrastructure that supports your compliance workflow.
Does Informed + Choice sell or share agent data?
No. Agent data and client information are never sold or used for marketing.
HealthLink Secure stores compliance records so agents can retrieve them when needed for audits or documentation requirements. The system is designed to protect the agent's book of business, not monetize it.
We do not sell agent data, prospect information, or client records to third parties. The platform's purpose is straightforward:
- Help agents generate required compliance documentation
- Store those records securely
- Make them easy to retrieve when needed
Your leads, your prospects, and your client relationships remain yours.
Spend less time collecting data and more time advising clients
Sign up to get started, or explore SOA Vault for Medicare and ACA workflows to see how it fits your process.
Resources: SOA Vault · ACA workflows · Multilingual forms · Agent resources · Pricing · Privacy · Terms
Informed + Choice is a workflow platform and does not claim Medicare or CMS endorsement.