Your Shop Desk
ACA Health Insurance · Custom Shop Desk CRM

A Custom CRM for ACA Health Insurance Agents

For marketplace agents who get buried every open enrollment and quiet the rest of the year. Yours would catch every call, count down every special enrollment window and follow each plan until it is effectuated.

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A Shop Desk set up the way a aca health insurance business would run it
A Shop Desk set up the way a aca health insurance business would run it

Shown: Crescent Harbor Insurance, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in ACA Health Insurance Words

Every enrollment moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Contacted
  3. 03Eligibility Check
  4. 04Plans Compared
  5. 05Enrolled
  6. 06Effectuated
  7. 07Renewal

An enrollment on your desk hangs off the household.

So the card asks for what you actually need, and nothing a aca health insurance business would never fill in.

  • Household size
  • Estimated yearly income
  • County and zip code
  • Life event and date
  • Plan chosen
  • Consent to contact
Where it leaks

Where ACA Health Insurance Businesses Lose Work

Open Enrollment Floods the Phones

For a few weeks every call matters and you can't answer them all. The ones that hit voicemail enroll with whoever picks up next.

Special Enrollment Windows Close

Someone lost job coverage or had a baby and has a limited window to enroll. If their follow up slides, the window closes and so does the sale.

Enrollments That Never Get Paid

The application went through but the first premium never did. The plan never takes effect and the work you did pays nothing.

What we would build

Fitted to How You Already Work

  • Every Open Enrollment Call Answered

    Missed calls and web forms get a text back in your voice right away, even at night. The household lands on your board ready for a callback.

  • Life Event Dates on Every Record

    Each special enrollment lead carries the event and its date. The desk shows who is running out of time so you call them first.

  • First Premium Follow Up

    Enrolled households get a reminder to pay the first bill, and you see who has not. Nothing is marked done until the plan is effectuated.

  • No Medical History on the Desk

    The desk holds what you need to quote and enroll, not health history. We set up consent, opt outs and who can see income details with you.

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Questions

What ACA Health Insurance Owners Ask

Does it store my clients' health information?
It is set up to hold what you need to quote and enroll, like household size, income estimate and the plan chosen. We leave medical history off the screens. Who on your team can see income and household details is decided with you.
Can it keep up during open enrollment?
That is when it earns its keep. Every call and form gets a quick reply and a spot on the board, so the ones you can't answer live still get worked.
Will it remind clients to pay their first premium?
Yes. After you mark a household enrolled, the desk sends the reminders you choose and shows who still has not paid. You can call the stragglers from the same screen.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your ACA Health Insurance Business Runs

We will tell you honestly what a desk fitted to it would take.

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