Agents, get excited! For most cases, you will no longer need to redirect to Healthcare.gov to submit Affordable Care applications for your clients. As you may already know, CMS has allowed web brokers to integrate the application flow right into the platform, further simplifying your enrollment process.
So how does it work?
As always, you'll start with a quote and plan selection. Once your client has decided on the coverage they'd like, it's time to start the application. Much of the questions, you've already seen before. Screener questions will come first to determine the complexity of the application and whether you'll need to be redirected. From there, you'll move on to household contact information. Most of the details will already be filled in if they are an existing client on the AgentExpress platform.
Next, enter income details. You can enter deductions if needed, and verify the annual amount. A few additional questions will come next, most of which are optional. After that, you'll go over the attestation with the client, and retrieve the eligibility details. The eligibility letter will be available for download at this point. After clicking 'Continue,' you'll have one last opportunity to verify the selected plan, and re-quote if the client is unsure. If everyone is satisfied with the selection(s), click 'Enroll.'
That's it, you're done!
Want to see an enrollment in action? Check out the video below: