Starting November 1st, you'll need to schedule appointments for almost every client interaction, thanks to the new CMS regulations. Whether you're enrolling new clients, renewing existing ones, or switching the agent of record (AOR), a live conversation is now mandatory.
But here’s the challenge – time is tight. With the window closing on January 15th, managing this flood of appointments can feel impossible if you don’t have the right tools.
After years of facing the same OEP stress, I knew there had to be a better way. So, I built one. As an ACA agent who has been in your shoes, I designed this system to solve the exact problems we all face during OEP.
My white-label CRM (powered by HighLevel) and AI-enhanced workflows are built specifically for ACA agents like us.
ACA Flow CRM Package
Here’s What You Can Do With Our System
Automatically schedule appointments for every new and renewing client, keeping your calendar full and organized.
Effortlessly comply with new CMS regulations by scheduling those required client conversations.
Save hours of manual work with AI-driven client intake, follow-up, and appointment setting.
Use our encrypted system to securely manage your HealthSherpa exports and track every client interaction.
Clone your voice to let AI handle basic conversations, prequalifications, and even live transfers for more personal touchpoints.
Focus on what matters – selling and building client relationships, while we handle the rest.
What is HighLevel CRM + ACA Agent?
HighLevel CRM + ACA Flow is a white-label CRM solution specifically designed for ACA agents. It comes pre-loaded with ready-made automation and the ACA Flow system to streamline client onboarding, appointment scheduling, and compliance tasks, saving you time and effort.
No, our version of HighLevel CRM is fully pre-configured with ACA-specific automations and workflows. You can start using it immediately without needing to spend hours on setup.
ACA Flow automates the collection of necessary client information and consent, ensuring compliance with CMS regulations. It also helps you manage appointments, onboarding, and application submissions seamlessly.
Yes, HighLevel CRM offers integrations with various platforms, including HealthSherpa. You can sync data and automate workflows across your existing systems to enhance efficiency.
Yes, while the CRM comes with pre-built automations, you can still customize workflows, templates, and automations to fit your unique processes and business needs.
Yes, the built-in AI features can handle routine inquiries, pre-qualify leads, and even schedule appointments, freeing up your time for more important tasks.
You can get started almost immediately. The CRM comes pre-loaded with automations, so there’s minimal setup required. Simply customize any final details, and you’re ready to go.
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