Built-in Health Insurance Agency Compliance and Disclosure Tools
Automated tools to help agencies selling ACA, Medicare, and group benefits meet their obligations.
How NextAgency Helps Your Insurance Agency Automate Compliance and Disclosure.
Getting federally required compliance forms sent, signed, and filed takes time. NextAgency simplifies the process for health, senior, and life insurance agencies by automating the process with built-in compliance fields, dedicated workflows, and digital signature tools, all integrated into your insurance agency management system and CRM.
ACA Consent to Contact
When a case requires ACA Consent to Contact, NextAgency handles it automatically:
- Triggers a personalized email with a link to the consent form
- Prospect signs digitally — no printing or scanning
- Signed form is automatically stored in the prospect’s case record
If you prefer a wet signature, NextAgency can attach a PDF to the workflow’s email.
Compensation Disclosure
NextAgency enables you to generate federal compensation disclosure forms quickly:
- NextAgency populates a disclosure form for each client using benefits and commission data already in the system
- Filter by client, Broker of Record, compensation earned or any combination you need
- Run the report to generate Word Documents ready for your review to personalize and send.
Medicare Scope of Appointment
NextAgency ensures you have permission to discuss Medicare with your clients and prospects:
- Send them a personalized email with a link to the Scope of Appointment form
- They sign electronically — no back-and-forth paperwork
- The completed form is automatically filed in their case record
You have the choice of attaching a PDF to the email instead of asking for a digital signature.
Call Recordings
NextAgency stores call recordings from your current system. Need a recording system? NextAgency integrates with Intulse.
- Use any phone system then upload the recording to NextAgency’s Call Log
- Or, use NextAgency’s Intulse integration to automatically register the call and attach the recording
- Recordings can be attached to either the prospect or client’s Case or client’s Contact records or both.
Are NextAgency’s compliance and disclosure tools included with the agency management system and CRM or is there an additional cost?
There is no additional fee for NextAgency’s insurance agency compliance and disclosure tools. The ACA Consent to Contact, Medicare Scope of Appointment, compensation disclosure, and call recording storage are built into the core CRM platform. This can reduce the number of software platforms and storage solutions your insurance agency needs.
A Few Quick Questions
How long does NextAgency store required forms and call recordings?
CMS requires both ACA Consent to Contact records and Medicare Scope of Appointment forms to be retained by your agency for at least 10 years. You’ll find them in NextAgency as long as you have an account with us. If you leave in the next 10 years, or simply want a local backup, you can export the forms to your local hard drive or cloud storage server in a few clicks.
Does NextAgency work with our existing phone system for call recordings?
Yes. You can upload recordings from any phone system to NextAgency’s Call Log. If your insurance agency uses Intulse, our API-enabled integration with them enables you to automatically upload recordings from their system into NextAgency.
Will NextAgency’s compliance tools help me with a CMS audit?
Yes. Using the NextAgency compliance and disclosure tools demonstrates that your insurance agency is taking a serious approach to meeting your obligations. In addition, completed forms and call recordings are safely stored and accessible through the appropriate contact and case records within NextAgency. This means your insurance agency can easily retrieve and present them on a client-by-client, prospect-by-prospect basis, as required by CMS.