Available now for licensed Medicare and ACA agents
Send electronic Medicare Scope of Appointment forms, collect ACA consumer consent, document application review, and keep the records in one agent-controlled Vault.
Start with the complete electronic form and storage toolkit for $9.99/month. Add the recorded business line when you need inbound and outbound calls recorded with the client file.
Agent Compliance Vault
Electronic SOA
Signed from a private mobile link
ACA consumer consent
Authorization record attached
ACA application review
Review confirmation saved
Supporting documents
Searchable and exportable
Need recorded calls?
Add the business line without changing the rest of the workflow.
What you can use today
These workflows connect to the same account and record Vault. They are presented separately so you can quickly understand the part you need.
01
Send a private SOA link by text or email. The beneficiary signs from a phone, tablet, or computer without downloading an app. Track the status and keep the completed record in the Vault.
02
Collect an electronic ACA consent record and document the consumer's eligibility application review. Store both records with related Marketplace files in the same Vault account.
03
Add a dedicated inbound and outbound business line with automatic recording. Keep permitted calls with the related SOA, ACA record, enrollment file, or client documentation.
Two choices
Electronic SOA and ACA workflows are included together. You do not need to buy a separate product for each form.
Forms + storage
$9.99/month
For agents who need electronic Medicare and ACA forms with long-term, searchable record storage.
Forms + storage + phone
30-day free trial
$39.99/month after trial
For agents who also need a dedicated recorded line connected to the same client records.
Built around record control
Informed + Choice does not sell insurance and does not use your client records to market competing insurance offers. The platform is designed to help you keep the records connected to your own book of business.
Records are designed to remain searchable and exportable if you change agencies, FMOs, phone systems, CRMs, or enrollment tools. Supported locked records use retention-oriented storage controls for the 10-year Vault period.
The same broader platform also supports secure healthcare provider data workflows. That experience informs how sensitive records are handled, while the agent products stay focused on the work agents need to complete.
View healthcare provider toolsQuestions before signup
No. The $9.99 Agent Compliance Vault account includes the electronic Medicare Scope of Appointment workflow, ACA consumer consent, ACA eligibility application review, and long-term record storage. Use the workflow that applies to each client.
The Agent Compliance Vault includes electronic SOA, ACA consent and application review records, personal signing links, historical uploads, 10-year record storage, search, download, and export. It does not include the active recorded business line.
Choose Business Line + Vault when you also want a dedicated inbound and outbound business number with automatic call recording. It includes the electronic forms and Vault features in the $9.99 plan.
No. Beneficiaries open a private link in their browser and complete the signer-facing form from a phone, tablet, or computer.
Yes. The current products work alongside the tools you already use. Informed + Choice provides the electronic form, recorded call, and long-term recordkeeping layer.
No. Informed + Choice provides software and does not sell insurance. Your prospects, clients, and records remain part of your business, and the platform is not used to market competing insurance offers to them.
No software can guarantee compliance by itself. Informed + Choice supports form, recording, storage, retrieval, and export workflows. Agents remain responsible for applicable rules, notices, scripts, carrier procedures, and approved enrollment processes.
Start with what is available now
Use one $9.99 account for electronic SOA, ACA consent, application review, and 10-year Vault storage. Add the recorded business line only when you need it.
Built for licensed agents using the notices, scripts, carrier procedures, state rules, and approved enrollment workflows that apply to their business.