ACA Flow CRM: Streamline Your ACA Enrollments with Ease

Affordable Care Solutions brings you ACA Flow CRM Package, a powerful software designed specifically for ACA insurance agents to simplify and optimize the enrollment process. With ACA Flow CRM, agents can manage enrollments more efficiently, stay compliant, and provide a better client experience—all while saving time and money.

Get Started with ACA Flow CRM Package Today

ACA Flow + HighLevel Subaccount

Don’t have a CRM? No problem! With this package, you’ll receive ACA Flow plus a HighLevel subaccount under our agency Only in $97/month for complete end-to-end functionality. Prebuilt automation is included, so all you need to do is set up a few webhooks—and you’re ready to go!

Add-Ons

Expand Your ACA Agent Capabilities with These Essential Add-Ons

Bonus 1: ACA Flow AI Receptionist

ACA Flow AI Receptionist is your virtual assistant, handling all incoming calls, inquiries, and appointments giving you more time to focus on your ACA business. It operates 24/7, ensuring that no client call goes unanswered and that spam calls are filtered out, leaving you with only the inquiries that matter.

Key Features

  • 24/7 Call Management: Always available to answer client calls, schedule appointments, and warm-transfer qualified leads to agents.

  • Spam Call Filtering: Keeps your focus on real clients by blocking spam calls.

  • Hands-Free Appointment Scheduling: Syncs directly with your calendar and books appointments automatically.

  • Full HighLevel CRM Integration: All calls, appointments, and data are logged and managed seamlessly within your CRM.

  • Call Transcripts: Review every call with detailed transcripts saved automatically.

Pricing

  • $0 Monthly Subscription Fee: No monthly costs, only pay for what you use.

  • 40 Cents Per Minute: Only pay for actual call handling time.

  • First-Time Charge: You’ll pay $20 on signup for 3,000 tokens, which is equivalent to approximately 50 minutes.

Bonus 2: ACA Flow Database

ACA Flow Database allows ACA agents to easily manage and sync enrollment files, including DMI files from HealthSherpa, directly into HighLevel CRM. Whether you’re running targeted campaigns or handling complex enrollment data, ACA Flow Database simplifies the process with advanced filtering and syncing options.

Key Features

  • Upload & Sync Files: Upload DMI or enrollment files from HealthSherpa, apply custom filters, and sync directly with HighLevel CRM.

  • Advanced Filtering: Use filters like citizenship status, state, zip code, or plan type to target specific leads and run custom campaigns.

  • No Monthly Fees: Included in both the ACA Flow Only and ACA Flow + HighLevel CRM packages at no additional cost.

  • Full CRM Integration: Automatically sync filtered data and tags with your HighLevel CRM for seamless automation and lead management.

Pricing

  • $0 Monthly Subscription Fee: No monthly costs, it is included in both ACA Flow Package.

Sign Up Before November 15th for a Trial

Enroll today to enjoy early access and get ACA Flow Package completely free until December 15th, the end of the ACA Open Enrollment Period. After that, simply continue with our affordable monthly fee. This limited-time offer allows you to experience the full power of ACA Flow package risk-free.

Why Choose ACA Flow CRM?

  • Customized Plan Displays

    Once a client submits their enrollment, ACA Flow displays tailored plan options based on the client’s information. They can compare plans, review details, and select the one that fits best.

  • Streamlined Application Process

    Collect all the necessary client information in one place. ACA Flow guides the client through eligibility surveys, plan selections, and agent consents for marketplace access, ensuring compliance every step of the way.

  • Built-in Compliance Tools

    With ACA Flow, agents can track every step of the process—from IP address capture to timestamps, all stored securely in the Agent Portal. Easily download consents for record-keeping and compliance audits.

  • Automation That Works for You

    Missed steps? No problem. ACA Flow’s automation snapshot ensures that reminders are sent out automatically. Plus, with built-in integration options for Zapier or HighLevel, transferring data to your CRM is a breeze.

How ACA Flow CRM Works?

  • Client Submission: Clients begin by submitting their enrollment details through a simple, guided process.

  • Customized Plan Display: ACA Flow generates tailored plan options based on the client's input.

  • Plan Selection: Clients can compare and select the best plan that meets their needs.

  • Compliance and Consents: ACA Flow gathers all required consents—such as marketplace and application review—through a secure digital signature process, ensuring compliance with new CMS regulations.

  • Final Review & Agent Call: Clients can schedule a call with their agent after submission to review and finalize their plan choices.

  • Automation & Reminders: Automated reminders keep clients on track, ensuring no steps are missed.

  • Flexible Support: If the process becomes complex, clients can schedule a call with their agent at any point to receive assistance.

  • Easy Phone Consent: After the call, the agent completes the phone consent form in the Agent Portal. The client receives a link via email or text, making it easy to sign digitally and comply with CMS rules.

What's Included Inside This Package

Effortless Enrollment


Effortless Enrollment simplifies collecting client information. It automatically gathers details, saving you time and reducing errors, so you can focus on connecting with clients instead of manual data entry.

Eligibility Checks


Eligibility Checks instantly show if someone qualifies for health insurance Plan. This system gives quick results, so you can make decisions faster and keep clients updated right away.

Eligibility Checks


Eligibility Checks instantly show if someone qualifies for health insurance Plan. This system gives quick results, so you can make decisions faster and keep clients updated right away.

Plan Comparison

Plan Comparison displays plans side-by-side, highlighting key differences to help you choose the best option quickly. It makes decision-making easier by clearly showing all the details.

Agent Consent

Agent Consent simplifies getting approvals from agents with fewer steps and less paperwork. It replaces complex forms with a quick process, saving time and ensuring a smooth, efficient workflow.

Agent Consent


Agent Consent simplifies getting approvals from agents with fewer steps and less paperwork. It replaces complex forms with a quick process, saving time and ensuring a smooth, efficient workflow.

Application Review Consent


Review Consent streamlines the approval process by replacing complex steps with a simple consent system. It speeds up permissions, ensuring quick and efficient reviews with fewer delays.

Easy Integration with HighLevel CRM

Already using HighLevel? ACA Flow integrates seamlessly with your existing CRM system. Through simple webhook setup, you can transfer client data, sync workflows, and automate processes directly within your CRM—saving you time and hassle.

  • Single Sign-On (SSO): Access ACA Flow directly through HighLevel with SSO login, eliminating the need for multiple platforms.

  • Built-In Automation: Use our prebuilt automation snapshot to streamline follow-ups and reminders.

Data Integration

Manage client data efficiently across platforms, saving time and improving accuracy. Integrate seamlessly with GoHighLevel to automatically transfer data to any CRM using webhooks. Eliminate manual data entry, reduce errors, and streamline workflows with real-time updates. .

Frequently Asked Questions

How easy is it to integrate ACA Flow into my existing CRM?

ACA Flow is exclusively available within our CRM and cannot be integrated with other CRMs. This ensures a seamless and optimized experience tailored specifically for ACA agents.

What happens after the free trial ends on December 15th?

After the trial period ends, you will be charged a monthly fee based on the package you select. You can choose to continue with ACA Agent for CRM integration at $47/month or the HighLevel subaccount package

How does Appointment Setter Package help with scheduling?

Appointment Setter Package uses AI to automate appointment bookings via text message. The system schedules meetings based on client availability, ensuring you never miss a follow-up or important call.4.

Can ACA Flow CRM handle compliance requirements?

Yes! ACA Agent automatically collects and stores all client consents and compliance documents securely. The platform tracks submission times, IP addresses, and other key details to ensure full compliance with CMS regulations.5.

Do I need technical skills to set up ACA Flow CRM?

Not at all! ACA Flow CRM is designed to be user-friendly and easy to set up. Even if you’re not tech-savvy, you can follow our simple help guide to get everything integrated and running smoothly.

Take Control of Your Enrollments Today!

With ACA Agent’s easy-to-use Agent Portal, managing enrollments has never been simpler. Streamline your workflow, stay compliant, and provide the best service to your clients—all from one platform.