--- title: "From Intake Link To Enrolled: The ACA Workflow That Skips The Data Entry" description: "Pair the ACA Intake Link with the HealthSherpa ACA integration and the enrollment workflow becomes: send a link, open the contact, enroll. Here's the full walkthrough." url: https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow canonical: https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow category: "Workflows" published: 2026-09-25 updated: 2026-09-25 last_updated: 2026-09-25 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow summary: "The fastest ACA enrollment workflow in unLocked CRM combines two features: the ACA Intake Link collects household, income, prescriptions, and signed consent forms before the first call, and the Health…" license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow source: unLocked CRM — AI CRM for insurance agents --- # From Intake Link To Enrolled: The ACA Workflow That Skips The Data Entry ## TL;DR The fastest ACA enrollment workflow in unLocked CRM combines two features: the ACA Intake Link collects household, income, prescriptions, and signed consent forms before the first call, and the HealthSherpa ACA integration carries that same record into quoting and enrollment. The agent's job shrinks to reviewing what the client already provided and completing the enrollment — no re-keying at either end. ## Key data points - unLocked CRM's ACA workflow pairs the ACA Intake Link with the HealthSherpa ACA integration: the client self-reports household and income details, then the agent enrolls them through HealthSherpa without re-entering data. - The ACA Intake Link collects the two forms CMS requires — Permission to Contact and Consent for Agent Assistance — before the agent's first conversation with the lead. Most ACA enrollments die of a thousand cuts: a phone tag week, a fifteen-minute data-entry call, a missing consent form, a second call to get the income figure right. By the time you reach the application, the lead has gone cold. **unLocked CRM now has an end-to-end ACA workflow that removes the friction at both ends — intake and enrollment.** ## Step 1: Send the intake link, not a phone call Your [ACA Intake Link](/aca-intake-link) collects everything the first call used to: 1. Who they are — name, ZIP, contact details 2. Their household — who is on the application, ages, tobacco use 3. Income and address — the two things that decide subsidy eligibility 4. Prescriptions and doctors — with dosages, hospitals, and pharmacy 5. Two signatures — Permission to Contact and Consent for Agent Assistance Partial submissions still reach you, so even an abandoned form is a workable lead. ## Step 2: Open the contact, already informed The submission lands as a contact record with the signed forms attached. You review instead of interrogate. The first real conversation is about plan fit, not data collection. ## Step 3: Enroll through HealthSherpa From the contact record, hand off to HealthSherpa for quoting and enrollment. The household and income details the client already gave you are the details the application needs — you are confirming, not re-typing. ## Step 4: The follow-up is already scheduled Back in unLocked CRM, the renewal reminder and next Open Enrollment task are part of the record. Next year's client is this year's enrollment, retained. That is the whole workflow: link, record, enroll, retain. Details on the [HealthSherpa integration](/integrations/healthsherpa) page. ## FAQ ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/healthsherpa-aca-integration-live - https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm - https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027 - https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide --- Source: [From Intake Link To Enrolled: The ACA Workflow That Skips The Data Entry](https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-enrollment-workflow.