Federal regulations require you to get permission from prospects and clients before discussing certain health plans with them. If you’re selling ACA coverage, you need a Consent to Contact form. For Medicare plans, it’s a Scope of Appointment form. Getting these signed used to mean extra steps, manual processes, and potential compliance headaches.
Not anymore. NextAgency workflows now enable you to automate this critical paperwork.
Now you can send an email with interactive PDFs attached. Your prospects and clients complete the form on their computers, then print, sign and return them to you. Generating these emails fits seamlessly with NextAgency’s workflow system. Set up the automation once, and the appropriate consent forms go out automatically based on your triggers—whether that’s a new prospect, a plan change, or an annual review.
This automation does more than save time. It helps ensure compliance by making the consent process consistent and trackable. No more wondering whether you got the right form signed or worrying about missing documentation during an audit. For agencies selling Medicare or ACA plans, proper consent documentation isn’t optional—it’s essential. NextAgency’s automated consent forms make compliance simpler, faster, and more reliable.
Contact our support team for details.