[Template] ACA Attestation Email Template & Resources for Marketplace Brokers

As part of the CMS guidelines, agencies are now required to gather attestations from Marketplace consumers to ensure their eligibility to receive ACA coverage. Use these resources to gather attestations from prospects.

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Obtaining Attestations 

The Centers for Medicare & Medicaid Services (CMS) issued a requirement for all health insurance agents that sell to Marketplace ACA consumers. To stay compliant with these new regulations, health insurance agents must gather Attestations from prospects to ensure their eligibility for ACA coverage. 

Utilize these ACA Attestation resources to obtain the signed form efficiently and ensure your team stays compliant. Leverage the built-in compliance tools in AMS+ to manage Attestation records effortlessly.

Using AMS+, your team can:

  • Generate unique ACA Attestation in English and Spanish
  • Electronically send the form to the contact
  • Automatically attach the signed form to the contact's profile in AMS+
  • Simplify ACA compliance management

Get the ACA Attestation Resources:

How can I gather Attestations?

Brokers can obtain Attestations verbally (on a recorded line), electronically (via email), or in person. It's best practice to capture the Attestation in verbal or written records that your team can then store in your AMS. 

Where can I learn more about these regulations?

Read our blog, Understanding the ACA Attestation Requirements & How to Comply, to learn more about these rules and how your agency can stay compliant. 

Who is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform for health insurance agencies. Agencies use AgencyBloc’s industry-specific AMS+ solution to house all their client data, including ACA Attestation records.