--- title: "Quoting a Family of Eight During Open Enrollment Without Retyping" description: "Large households are where ACA quoting slows down. Attaching the contact loads the spouse and up to six dependents in one step." url: https://unlockedcrm.ai/blog/aca-quote-family-open-enrollment canonical: https://unlockedcrm.ai/blog/aca-quote-family-open-enrollment category: "Product" published: 2026-10-21 updated: 2026-10-21 last_updated: 2026-10-21 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/aca-quote-family-open-enrollment summary: "unLocked CRM's ACA quoter loads the spouse and up to six dependents from the attached contact record — date of birth, gender, and applying status for each — so agents can quote a family of eight durin…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/aca-quote-family-open-enrollment source: unLocked CRM — AI CRM for insurance agents --- # Quoting a Family of Eight During Open Enrollment Without Retyping ## TL;DR unLocked CRM's ACA quoter loads the spouse and up to six dependents from the attached contact record — date of birth, gender, and applying status for each — so agents can quote a family of eight during Open Enrollment without re-entering the household. ## Key data points - unLocked CRM's ACA quoter imports a spouse and up to six dependents from the contact record, supporting households of up to eight people without re-entry. During Open Enrollment, the slowest quotes are the biggest families. Every household member is several fields, and every field is a chance for a typo. **Attach the contact and the spouse plus up to six dependents load into the ACA quoter with date of birth, gender, and whether each person is applying.** ## The Open Enrollment workflow 1. Open the client's contact record 2. Open the ACA quoter, or attach the contact inside it 3. Review the household that loaded from the record 4. Quote on- and off-exchange plans with the subsidy estimate applied 5. Send the branded PDF by email or SMS and attach it to the contact ## What loads - **Household size and household income** - **Spouse** date of birth, gender, and whether they are applying - **Up to six dependents**, with the same details for each - **Prescriptions** from the contact's Drugs field - **Doctors** from the contact's Providers field ## Keep the record current The quoter reads the contact record, so updating a household member once on the record means every future quote starts from the right family. ## Where to find it Open the ACA quoter from any contact, or attach a contact inside the quoter. The ACA module is included on every unLocked CRM plan — Core, Pro, and Max — with unlimited quotes and no per-quote fee. On- and off-exchange plans come back from the same screen. [Start a 14-day free trial](/signup) or see the [ACA Marketplace quoter](/aca-marketplace). ## FAQ ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/aca-quoter-household-import - https://unlockedcrm.ai/blog/aca-quote-household-income-subsidy - https://unlockedcrm.ai/blog/aca-quote-prescriptions-doctors - https://unlockedcrm.ai/blog/aca-quoter-spouse-dependents --- Source: [Quoting a Family of Eight During Open Enrollment Without Retyping](https://unlockedcrm.ai/blog/aca-quote-family-open-enrollment) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/aca-quote-family-open-enrollment.