--- title: "Now In Beta: The ACA Marketplace Intake Link — Signed Consent And Client Details Before The First Call" description: "unLocked CRM agents now have a personal ACA Marketplace intake link. Clients fill in household, income, prescriptions, and doctors and sign the Permission to Contact and Consent for Agent Assistance — before you ever dial." url: https://unlockedcrm.ai/blog/aca-intake-link-announcement canonical: https://unlockedcrm.ai/blog/aca-intake-link-announcement category: "Product" published: 2026-09-18 updated: 2026-09-18 last_updated: 2026-09-18 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/aca-intake-link-announcement summary: "Every unLocked CRM agent now has a personal ACA Marketplace Intake Link, in beta. Send it instead of a first phone call: the client shares who they are, their household, income and address, and prescr…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/aca-intake-link-announcement source: unLocked CRM — AI CRM for insurance agents --- # Now In Beta: The ACA Marketplace Intake Link — Signed Consent And Client Details Before The First Call ## TL;DR Every unLocked CRM agent now has a personal ACA Marketplace Intake Link, in beta. Send it instead of a first phone call: the client shares who they are, their household, income and address, and prescriptions and doctors, then signs a Permission to Contact and a Consent for Agent Assistance inside the flow. No prices are shown — the link collects, it does not quote. Partial submissions still reach you, and every client who uses your link is assigned to you. ## Key data points - In September 2026, unLocked CRM launched the ACA Marketplace Intake Link in beta — a shareable link that collects household, income, and prescription details plus two signed forms, Permission to Contact and Consent for Agent Assistance, before the first call. - unLocked CRM's ACA Intake Link shows no prices; it collects the household and income details that decide subsidy eligibility so the agent opens the contact ready to quote. - Partial ACA Intake Link submissions still reach the agent — a client who stops halfway is captured with whatever they completed. The first call with an ACA lead usually burns fifteen minutes on data entry — name, ZIP, who is on the application, ages, tobacco, income, doctors, prescriptions — before you can talk about anything that matters. **The ACA Marketplace Intake Link moves all of that before the call. You open the contact already knowing what to quote.** ## What the client fills in 1. **Who they are.** Name, ZIP code, and how to reach them 2. **Their household.** Who is on the application, their ages, and who uses tobacco 3. **Income and address.** The two things that decide what help with the cost they qualify for 4. **Prescriptions and doctors.** With dosages, and the hospitals and pharmacy they use 5. **Two signatures.** Permission to Contact and a Consent for Agent Assistance, ready for your counter-signature No prices are shown. The link collects, it does not quote — and that keeps the conversation with you. ## The two forms CMS asks for A Permission to Contact before you reach out. A Consent for Agent Assistance before you help with a Marketplace application. Both are signed inside the flow and stored on the contact record, so compliance happens before the conversation, not during it. ## Nothing is wasted Every step after the first can be skipped, and a client who stops halfway still reaches you with whatever they completed. A name and a ZIP code is still a lead you can work. ## Your link, your clients Your intake link is personal to you. Every client who uses it is assigned to you, not to the account owner — and message templates for Open Enrollment, life events, and renewal checks are included. Full details on the [ACA Marketplace Intake Link](/aca-intake-link) page. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/aca-intake-link-first-call-workflow - https://unlockedcrm.ai/blog/aca-intake-link-vs-phone-intake - https://unlockedcrm.ai/blog/aca-intake-link-oep-sep - https://unlockedcrm.ai/blog/aca-intake-link-setup-guide --- Source: [Now In Beta: The ACA Marketplace Intake Link — Signed Consent And Client Details Before The First Call](https://unlockedcrm.ai/blog/aca-intake-link-announcement) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/aca-intake-link-announcement.