17 min read insurance
Can Insurance Agents Use Google Drive for Call Recordings?
Insurance agents can store files in Google Drive, but call recordings create compliance, retention, access, HIPAA, and retrieval risks.
#Aca Compliance
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ACA Consumer Consent vs. Application Review: What Agents Need to Store
ACA agents need consent and eligibility application review records. Learn what to store, how long to keep it, and how ACA Compliance Vault helps.
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The Lead-Gen Trap: Why Health Insurance Agents Should Build a Renewal Machine First
Most insurance agents chase new leads, but ACA data shows renewals may be the bigger opportunity. Build a workflow that protects revenue and trust.
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ACA Compliance and Marketplace Operations for Agents: What You Need Year-Round
A practical ACA guide for licensed agents covering consumer consent, application review, SEP documentation, NPN changes, training, and operations.
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150% FPL SEP Is Gone for 2026: What ACA Agents Need to Know, Do, and Say
CMS ended the 150% FPL SEP in August 2025. Learn which SEPs still work, what documentation matters, and how ACA agents should triage prospects.
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ACA Consent Requirements and 10-Year Recordkeeping for Agents
Learn how ACA agents can document consumer consent, eligibility application review, Marketplace records, and exportable files without platform lock-in.