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 + AI Appointment Setter + 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 $2000/year 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!
AI Appointment Setter
Streamline Communications across all channels
Answer Client Inquiries: Provide quick, accurate responses.
Pre-Qualify Leads: Filter prospects based on key criteria, engage with lead and schedule call.
Set Sales and Customer Service Appointments:
Schedule with ease.
Full High Level Integration: Automate & streamline tasks.
Add-On
Expand Your ACA Agent Capabilities with These Essential Add-Ons
AI Caller (Incoming and Outgoing)
An AI system initiating incoming and outgoing calls autonomously to engage leads and set appointments.
Key Features
Leads Outgoing Caller: Engage new leads immediately by calling them. Our AI will ask pre-qualifying questions and transfer qualified leads to a live agent.
Missed Call AI – Outgoing Caller: Automatically call your no-show segment list to generate live call transfers or book appointments.
Database Reactivation – Outgoing Caller: Call your existing leads to generate live call transfers or book appointments.
AI Receptionist: Never miss an incoming call again with our 24/7 AI-powered receptionist. It answers every call, transfers to an available agent, or schedules an appointment when no one is available.
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
$1000 Yearly Subscription Fee: No monthly costs, only pay for what you use.
20 Cents Per Minute: Only pay for actual call handling time.
First-Time Charge: You will pay 1000/year + 1000 setup fee to get ai caller.
Sign Up Now
Enroll today to gain early access to the ACA Flow Package and start optimizing your enrollment process right away. Take advantage of our limited-time pricing and experience the full power of the ACA Flow Package. Continue enjoying the benefits with our affordable monthly plan.
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.
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.
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.
Affordable Care Solutions Helping ACA agents succeed with easy-to-use tools, friendly support, and smart technology. We're here to make your work simpler and your results bigger!
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