ACA Compliance Vault for Licensed Agents
Document consumer consent, store eligibility review records, and access the Marketplace Plan Finder inside one low-cost account. For agents working on the Federally-facilitated Marketplace and State-based Marketplaces on the Federal Platform, CMS requires documented consent before assistance and documented review and confirmation of eligibility application information before submission, and those records must be retained for 10 years.
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Compliance first: consent, eligibility review, 10-year storage, historical imports
The vault is the product. Document consumer consent. Document eligibility application review. Keep historical files in one independent vault your agency controls.
Consumer Consent
Document consent before assisting consumers on the Marketplace.
Eligibility Review
Document review and confirmation of eligibility application information before submission.
10-Year Storage
Retain records for 10 years as required by CMS for Marketplace documentation.
Historical Imports
Import older records so nothing is stranded in email, desktop folders, or prior systems.
Included tools: Marketplace Plan Finder access inside your account
Search Marketplace plans, compare options, and review provider and drug coverage — all inside your ACA Compliance Vault account. The plan finder is a built-in workflow benefit, not a separate product.
Plan Search
Search Marketplace plans by location, income, and household size.
Compare Options
Side-by-side comparison of premiums, deductibles, and coverage levels.
Provider & Drug Coverage
Review provider networks and drug formularies within each plan.
16 Languages Built In
View supported languages for consent and review forms
Send ACA consent forms and Medicare SOAs in Spanish, Chinese, Vietnamese, Korean, Arabic, and 11 more languages. No translation work required by the agent.
Also from Informed + Choice
Also sell Medicare?
ACA workflows run in the same SOA Vault account you use for Medicare Scope of Appointment workflows, so both lines of business stay in one compliance system.
One ACA account. Compliance and plan search together.
The vault is the foundation. The plan finder is built in. Start with what you need today.
Resources: ACA Compliance Vault · Multilingual forms · Marketplace Plan Finder · SOA Vault features · Medicare agent tools · Blog
These Marketplace documentation requirements apply to the Federally-facilitated Marketplace and State-based Marketplaces on the Federal Platform. Off-Marketplace business and State-based Marketplaces that do not rely on the federal platform may be subject to different state rules.