Send your clients the ACA Attestation form to sign online, confirming that you reviewed their Marketplace eligibility application with them. Watch this video to see how it works from start to finish.
In this video:
- Adding your National Producer Number (NPN), which prints on the form
- Setting up a Form Required workflow for the ACA Attestation form
- Choosing which cases get the form with filters, and when the email goes out
- Personalizing the email with Insert Field
- Sending the form from a client's case
- What your client sees when they sign
- Tracking the signed form on the Compliance and Files tabs
Prefer to read? See Getting ACA Attestations Signed.