You client can view and/or modify an application submitted via the AgentExpress platform just as they would if they submitted the application themselves. This does require a few extra steps however, as their application will need to be linked to their personal healthcare.gov account.
Before beginning to walk your client through the steps to link, please make sure the the client has a healthcare.gov account, and that they have verified their identity.
Once the account is good to go, have your client go to 'My Profile' on the left hand side, 'My Applications & Coverage,' then click 'Find my application' in the middle of the page. This will send your client to a wizard to find an existing application, which will ask for the application ID, coverage year, and state. Once the application is successfully attached, it will show under 'Your existing applications:.'
It is very important to remember that CMS only allows three attempts before the feature is locked, and may no longer be accessed. This requires all information between the account and application to match exactly.
Also remember that since these steps involve accessing a client's private account, it is a breach of CMS regulations to perform these steps for them.
Still not sure? Check out the video below: