[Templates] ACA Consent to Contact Email Templates & Resources for Marketplace Brokers

As part of the CMS guidelines, agencies are now required to obtain consent to contact from Marketplace consumers, including individuals, employers, and employees. Use these resources to obtain consent from your new and existing clients.

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Obtaining Consent to Contact from Individual and Group Clients 

The Centers for Medicare & Medicaid Services (CMS) Understanding Marketplace Compliance Rules & Regulations presentation laid out additional requirements for health insurance agencies to obtain consent to contact prior to providing assistance with Marketplace plans.

To stay compliant with these new regulations, Marketplace brokers must obtain consent from individuals, employers, and employees and retain their consent in their records for a minimum of 10 years. 

Utilize these Consent to Contact resources to efficiently obtain consent and ensure your agency maintains compliance. Leverage the built-in compliance tools in AMS+ to manage Consent to Contact records effortlessly. Using AMS+, your team can:

  • Generate unique ACA Consent to Contact 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 Consent to Contact compliance management

Get the Consent to Contact Resources:

How can I obtain consent?

Brokers can obtain consent verbally (on a recorded line), electronically (via email), or in person. It's best practice to capture their consent in verbal or written records that you can then store in your industry-specific agency management system. 

Where can I learn more about these regulations?

Read our blog Understanding the ACA Consent to Contact Standards of Conduct & 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 utilize AgencyBloc’s industry-specific AMS+ solution to house all their client data, including Consent to Contact records.