ACA Marketplace consent, eligibility application review, SEP documentation, and long-term agent recordkeeping workflows.
View related workflowACA agents need records for consent, application review, attestations, phone confirmations, auto-renewals, NPN disputes, and 10-year storage.
A practical ACA guide for licensed agents covering consumer consent, application review, SEP documentation, NPN changes, training, and operations.
CMS ended the 150% FPL SEP in August 2025. Learn which SEPs still work, what documentation matters, and how ACA agents should triage prospects.
Learn how ACA agents can document consumer consent, eligibility application review, Marketplace records, and exportable files without platform lock-in.