--- title: "Selling Medicare And ACA? You No Longer Need Two Workflows" description: "With HealthSherpa Medicare and HealthSherpa ACA both live in unLocked CRM, dual-line agents can run their whole book from one contact record." url: https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm canonical: https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm category: "Use Cases" 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-medicare-one-crm summary: "Many insurance agents sell both Medicare and ACA Marketplace plans, but the two lines have historically required separate systems and duplicate data entry." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm source: unLocked CRM — AI CRM for insurance agents --- # Selling Medicare And ACA? You No Longer Need Two Workflows ## TL;DR Many insurance agents sell both Medicare and ACA Marketplace plans, but the two lines have historically required separate systems and duplicate data entry. With both HealthSherpa integrations now live in unLocked CRM, a dual-line agent keeps one contact record per client and hands off to HealthSherpa for whichever line the client needs — with follow-ups, renewals, and compliance records in one place. ## Key data points - Dual-line agents selling both Medicare and ACA can now run both books from unLocked CRM, with HealthSherpa handling quoting and enrollment for both lines. - A client who ages into Medicare from an ACA plan stays on the same unLocked CRM contact record — the agent hands off to HealthSherpa Medicare instead of starting over in a new system. A surprising share of health insurance agents sell both Medicare and ACA Marketplace plans — and until now, that meant running two parallel businesses. Medicare in one workflow, ACA in another, and a spreadsheet trying to keep the two from colliding. **With HealthSherpa Medicare and HealthSherpa ACA both live in unLocked CRM, the two-line agent finally has one home.** ## The aging-in pipeline, handled The most valuable moment in a dual-line book is when an ACA client turns 65. In the old setup, that meant exporting a contact, starting a new record somewhere else, and hoping the history survived the move. Now the contact never moves. The client who enrolled in a Marketplace plan at 63 is the same record when they age in at 65 — you just hand off to HealthSherpa Medicare instead of HealthSherpa ACA. Every note, every prior enrollment, every conversation is still there. ## One follow-up engine for both lines Renewal reminders, Open Enrollment sequences, and Annual Enrollment Period tasks all run from the same place: - ACA clients get Open Enrollment outreach in the fall - Medicare clients get AEP workflows on the same calendar - Nobody gets double-messaged, because nobody exists twice ## The bottom line Two lines no longer means two systems. If your book spans Medicare and ACA, you can run the whole thing from unLocked CRM with HealthSherpa doing the enrolling. See how it works 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-enrollment-workflow - https://unlockedcrm.ai/blog/healthsherpa-aca-oep-2027 - https://unlockedcrm.ai/blog/healthsherpa-aca-setup-guide --- Source: [Selling Medicare And ACA? You No Longer Need Two Workflows](https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/healthsherpa-aca-medicare-one-crm.