To report a move for your existing client, begin by clicking 'More Details' on the plan display card on the right hand side of the contact file. Then, click 'Life Change' to direct to the healthcare.gov agent/broker portal. It is very important that you heed the notice provided regarding entering a change for one applicant from another's contact file. Doing this will cause irreversible loss of data due to overwriting.
Once you are in the marketplace, locate their existing coverage, and click 'Report a Life Change' on the left hand menu. Proceed through the application, and return to the Agent Express platform.
Upon returning, you will help the client choose a new plan, confirm the totals, and complete the attestation to finish out the enrollment.
Reporting a life change on the AgentExpress platform is considered a new enrollment, and is billed as such.