--- title: "How To Run Your ACA Agency From Codex" description: "A aca agency workday run from Codex connected to unLocked CRM: leads, quotes, follow-up, and review steps." url: https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-codex canonical: https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-codex category: "Insurance Tools" published: 2026-10-26 updated: 2026-10-26 last_updated: 2026-10-26 author: "unLocked Team" publisher: unLocked CRM source_url: https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-codex summary: "You can run much of an aca agency from Codex by connecting it to unLocked CRM on Pro or Max." license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-codex source: unLocked CRM — AI CRM for insurance agents --- # How To Run Your ACA Agency From Codex ## TL;DR You can run much of an aca agency from Codex by connecting it to unLocked CRM on Pro or Max. Ask Codex for your daily lead and case list, run live quotes with confirmed client details, save them to the contact, and approve texts, emails, and links before they send. unLocked remains the system of record, and customer data is never used to train AI. You can run much of an aca agency from Codex by connecting it to unLocked CRM on Pro or Max. Ask Codex for your daily lead and case list, run live quotes with confirmed client details, save them to the contact, and approve texts, emails, and links before they send. unLocked remains the system of record, and customer data is never used to train AI. ## What Makes An ACA Agency Different ACA agencies compress months of work into Open Enrollment. Households are large, income changes every year, and service requests keep coming after the plan is chosen. Codex works well for building reviewed syncs and scheduled checks that keep another tool aligned with the CRM. The same supported action catalog applies across ChatGPT, Claude, Gemini, Grok, Claude Code, and Codex; nothing here is exclusive to Codex. ## Connect Codex First Start with the [Codex integration page](/integrations/codex) and approve only the access your team needs. Connected actions are available on Pro and Max. A chat account without the unLocked connection cannot see your contacts or run live quotes. ## Morning: Prioritize Households Needing Renewal Review > Show me ACA contacts with a saved quote from last year and no activity this Open Enrollment. List each with household size and last activity. Do not message anyone. Renewal households with changed income or members are the most time-sensitive conversations in the season. ## Midday: Quote A Household With Confirmed Members > Find my test ACA household. Show household size, income, and who is applying. Ask me to confirm missing details. Then run an ACA quote showing full and estimated net premiums separately. Do not send anything. Household size and applying members are not always the same. Verify each before relying on the subsidy estimate. Separate full premium from estimated net premium. Compare deductibles, out-of-pocket maximums, metal tier, and networks. A subsidy estimate is not a final eligibility determination. For the full quoting walkthrough, see [How To Generate An ACA Quote With Codex](/blog/how-to-generate-aca-quote-with-codex). ## Afternoon: Send An Intake Link For Updated Income > Send my ACA intake link to my test household by text after I approve the wording, asking them to confirm this year's income and household members. An ACA intake link collects information, not quotes. Updated income keeps the estimate honest. [ACA Intake Links](/aca-intake-link) collect household information, not quotes. ## Guardrails For ACA Never promise a final subsidy amount. Eligibility is determined through the Marketplace application. Use test contacts while you learn the prompts. Wording can vary; these are examples, not fixed commands. If Codex answers with general advice instead of a result, ask whether the action ran and which detail is missing. ## End Of Day: Confirm The Record Ask Codex to list today's saved quotes, sends, and notes, then confirm they appear on the correct contacts. A message in chat saying "done" is not a substitute for the record. ## Keep Going - [ACA CRM](/aca-crm) - [How To Run Your Insurance Agency From Codex](/blog/how-to-run-your-insurance-agency-from-codex) - [Everything Your AI Tool Can Do In unLocked](/ai-tool-capabilities) - [Usage-Based Pricing](/usage-based-pricing) unLocked is the **AI CRM for insurance agents**, from lead creation to commission. [Start a 14-day free trial](/signup). ## FAQ ### undefined ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/how-to-run-your-final-expense-agency-from-codex - https://unlockedcrm.ai/blog/how-to-run-your-life-insurance-agency-from-codex - https://unlockedcrm.ai/blog/how-to-run-your-medicare-agency-from-codex - https://unlockedcrm.ai/blog/how-to-run-your-insurance-agency-from-codex - https://unlockedcrm.ai/blog/how-to-generate-aca-quote-with-codex --- Source: [How To Run Your ACA Agency From Codex](https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-codex) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-run-your-aca-agency-from-codex.