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.

NextAgency helps you comply with Section 202 of the Consolidated Appropriations Act, 2021 (“CAA”). This regulation places obligations on both you and your clients. We strongly recommend you seek guidance from experts to ensure compliance with these requirements. The National Association of Benefits & Insurance Professionals (NABIP) provides valuable information free of charge to its members and can be a helpful resource.

Section 202 requires you to disclose the compensation you expect to receive on a policy under certain circumstances. Regulations spell out the form and content of a Compensation Disclosure Form. NextAgency helps you create this form and this video shows you how. 

NextAgency can email your clients their consent forms automatically and let them sign online. Watch this video to see how to set up a consent form workflow, send a form from a case, and track it on the Compliance tab.

In this video:

• Checking your agency profile and adding your National Producer Number (NPN)
• Building a Form Required workflow with an e-signature email
• Choosing which cases get the form with filters, and when the email goes out
• Personalizing the email with Insert Field
• Setting the Required Form field on a case to send the form
• Tracking the form on the case's Compliance tab
• Setting the Required Form field for several cases at once

Prefer to read? See Set-Up Consent Form Workflows and Using Consent Form Workflows.