Agencies, FMOs, and broker networks
For organizations that need downline agent links, rollout support, agency-level visibility, template review, storage strategy, and volume pricing.
Request an Agency DemoACA Consent for Agencies
ACA Consent + Application Review for Agencies, FMOs, and Broker Networks
Give every agent in your downline a simple ACA documentation workflow.
Informed + Choice helps agencies, FMOs, general agencies, IMOs, brokerages, and agent networks standardize ACA consumer consent and eligibility application-review documentation across their downline.
Each licensed agent can receive a personal ACA consent link, mobile-friendly signing page, QR code, protected evidence storage, audit history, and exportable records without forcing your organization into a new CRM, quoting tool, EDE platform, or enrollment system.
Agency rolloutPersonal agent linksExportable recordsNo CRM migration
Agency volume pricing is available and discounted from the standard $9.99/month individual agent price.
Consent for Broker Assistance
As required under 45 C.F.R. Section 155.220
English
Your Information
All fields are required.
First name
Notta
Last name
EL-Jibble
Date of birth
mm/dd/yyyy
ZIP code
Agreement
I, Notta EL-Jibble, give permission to Unreal Insurance Agency and my primary writing agent Daniel Brooks to serve as my health insurance agent or broker for Marketplace coverage assistance.
Downline consistency
Built for agencies that need consistency across the downline
ACA documentation should not depend on every agent inventing their own process. Your agency can give agents a repeatable workflow that is simple enough to use and structured enough to support review later.
Request an Agency Demo ACA consumer consent
ACA eligibility application review
Medicare Scope of Appointment
Agent-specific personal consent links
Mobile-friendly consumer signing
Signed record storage
Supporting document uploads
Audio uploads or call-recording evidence
Searchable client records
Audit history
Download and export workflows
Agency visibility
Your agency gets more than a form
Agencies need rollout visibility, not just another PDF. Informed + Choice can support customized workflows, agency dashboard access, long-term storage options, and implementation support for teams that need to standardize ACA documentation.
Customized workflows and settings
Agency dashboard access
Performance metrics for rollout visibility
Long-term storage options
Agency implementation support
Available rollout and compliance-support metrics
Signed consents by form type, including ACA broker consent, ACA eligibility review, and Medicare Scope of Appointment
Signed consents by agent and period
Sent, viewed, and signed conversion
Median time to sign
Expired or abandoned links
PURL vs. secure-link usage
Active consents, expiring consents, and revocations
Consumer correction rate on prefilled form fields
Agents missing NPN, license, or profile readiness
Signing language mix
Additional rollout and compliance-support metrics
Prospect protection
Your prospects are your business
Agencies work hard to build distribution. Agents work hard to earn trust. Client records, prospect records, signed forms, call recordings, uploaded files, enrollments, and documentation history should not become someone else's sales pipeline.
Informed + Choice is an independent software company. Our role is software: workflow, evidence storage, retrieval, export, and support.
We do not sell insurance.
We are not an insurance agency.
We do not compete for your prospects.
We do not use agent records as a sales pipeline.
We do not require your agency to move into our CRM or enrollment system.
Personal agent links
Every agent gets a PURL and matching QR code
Each licensed agent can receive a personal ACA consent link designed for client use. Every personal URL has a corresponding QR code, so the agent can share the same signing path in text, email, print, web, or in-person conversations.
The goal is simple: help your agents present a professional image, build client confidence, and get the forms signed.
Request an Agency DemoShare the same signing path by
Text message
Email
QR code
Website button
Agency resource page
Client follow-up message
Internal agent portal
Client-facing domain
Why the client-facing URL uses InsuranceConsent.com
The consumer-facing signing path uses a consent-focused domain because the client should stay focused on the agent and the consent process, not on the software vendor.
When a consumer notices the URL, "insurance consent" is clear, generic, and relevant to what they are doing. That helps reduce confusion and keeps the agent's professional presentation front and center.
Evidence file
More than a consent form
Some tools help capture a signature. Informed + Choice is built around the full evidence file.
The record an agent may need later is not always a single PDF. It may include a signed consent, an application-review confirmation, a timestamped receipt, an uploaded document, a call recording, and an audit trail showing when the record was created, signed, viewed, exported, or updated.
Informed + Choice keeps the proof organized around the agent, the client, and the record history.
Evidence can include
Signed ACA consent
Application-review confirmation
Timestamped receipt
Uploaded document
Call recording
Audit trail
Viewed, exported, or updated history
Storage strategy
Optional agency-owned storage
Storage strategy matters. Some organizations want Informed + Choice to provide managed storage through our secure, encrypted Agent Vault. Others already have an approved Microsoft 365, SharePoint, AWS, Azure, Google Cloud, or enterprise storage environment.
Informed + Choice can support agency-owned storage. The workflow stays simple for agents, while the underlying records can be routed into the storage environment your organization controls.
The goal is not to trap your records. The goal is to keep them organized, retrievable, exportable, and under the right level of control.
Keep records in your preferred storage environment
Maintain agency-controlled access and long-term custody
Reduce dependence on carrier, CRM, enrollment, phone, or vendor systems
Preserve searchable record workflows for ACA and Medicare evidence
Plan for cleaner record transition if your agency changes vendors later
Comparison
Agency workflow vs. one-off forms
A form can capture a signature. An agency workflow helps standardize how the record is created, stored, monitored, retrieved, and exported across the downline.
| Without a shared workflow | With Informed + Choice |
|---|---|
| Every agent invents a process | Repeatable agency workflow for downline agents |
| One-off consent PDFs | Personal links, QR codes, signing pages, and audit history |
| Records scattered across tools | Evidence files organized around agent, client, and history |
| Hard to see adoption | Dashboard metrics for rollout and readiness |
| Vendor or CRM lock-in risk | Exportable records and optional agency-owned storage |
Pricing path
Agency volume pricing with an individual-agent path
Agency volume pricing is available for larger teams and discounted from the standard $9.99/month individual agent price. Individual agents can still start with the standalone ACA Compliance Vault.
Individual ACA Compliance Vault
$9.99/month
For one licensed agent who wants ACA consumer consent, eligibility application review, storage, retrieval, and export without an agency rollout.
FAQ
ACA Consent for Agencies FAQ
Is this for general agencies, FMOs, IMOs, and broker networks? +
Yes. Different organizations use different labels. If your organization supports a downline of licensed agents, this workflow is built for you.
Does this replace HealthCare.gov, HealthSherpa, or another EDE platform? +
No. Informed + Choice does not replace your enrollment platform. It is an evidence and recordkeeping workflow for ACA consumer consent, application-review documentation, signed forms, uploaded records, and related agent documentation.
Does every agent get a personal URL? +
Yes. Each agent can receive a personal ACA consent link that can be shared by text, email, QR code, website button, client message, or agency resource page.
Do consumers need accounts? +
No. Consumers and authorized representatives use a secure public signing page. They do not need Vault accounts.
Can the signing page include agent branding? +
Yes. Agent pages can include branding elements such as the agent name, contact information, agency name, logo, headshot, and QR code. Branding options can be reviewed during agency setup.
Can our agency use approved form language? +
Agency template needs can be reviewed during implementation. The goal is to support a consistent process that aligns with your agency compliance requirements.
Can agents upload supporting documents? +
Yes. Agents can upload supporting files, historical records, imported documents, audio files, and related evidence where needed.
Can we export records if we leave? +
Yes. Record portability is a core principle. Informed + Choice is designed around exportable records and a transition-oriented offboarding process, subject to your agreement and any legal, audit, security, billing, or hold-related retention requirements.
Agency rollout
Give every downline agent the same ACA documentation workflow
Standardize ACA consumer consent, application-review documentation, evidence storage, audit history, and exportable records without requiring a CRM, EDE, or enrollment-system migration.