The unLocked ACA Starter Pack

The first-hour setup for an ACA agent on unLocked: NPN, household quoting with auto-fill, the intake link, HealthSherpa, and your AI connection.

TL;DR

The unLocked ACA Starter Pack is the first-hour setup for an ACA agent: connect your NPN so state licences and carrier appointments load, turn on on- and off-exchange Marketplace quoting with household auto-fill from the contact record, add the ACA Intake Link, connect HealthSherpa for enrollment, and connect ChatGPT, Claude, Gemini, or Grok for quoting and follow-up.

The unLocked ACA Starter Pack is the first-hour setup for an ACA agent: connect your NPN so state licences and carrier appointments load, turn on on- and off-exchange Marketplace quoting with household auto-fill from the contact record, add the ACA Intake Link, connect HealthSherpa for enrollment, and connect ChatGPT, Claude, Gemini, or Grok for quoting and follow-up.

What Comes In The ACA Starter Pack

ACA agencies compress months of work into Open Enrollment, and households are large. This pack gets an ACA seat ready the same day, with the household details coming from the contact record instead of being retyped at every quote.

The pack covers:

  • ACA Marketplace Quoting — On- and off-exchange under-65 quoting with estimated subsidies.
  • Household Auto-Fill — Household size, income, spouse, and up to six dependents pull from the contact record, plus prescriptions from Drugs and doctors from Providers.
  • ACA Intake Link — Collects household information, not quotes, before the call.
  • HealthSherpa Integration — Quote and enroll in HealthSherpa and run the book in unLocked.
  • Pre-Built Wording — 86 SMS templates, 86 email templates, and 21 Agent AI scripts.
  • Licensing & Appointments — One NPN loads state licences and carrier appointments and keeps them current.
  • Commission Auto Sync (Max) — Per-member payments matched to the policy automatically.

Step 1: Connect Your NPN First

Enter your National Producer Number once in Licensing & Appointments. Your state licences and carrier appointments load and stay current, so you quote only carriers you are appointed with.

Start at Licensing & Appointments.

Step 2: Turn On ACA Quoting

Attach a test household with size, income, and who is applying, then run a quote that shows full premium and estimated net premium separately. The household details pull from the contact record, so a family of eight is not retyped at the quoter.

Start at ACA Marketplace Quoting.

Step 3: Add The ACA Intake Link

Generate your ACA Intake Link and send it to a test household by text. It collects household information, not quotes, so income and members are current before you estimate anything.

Start at ACA Intake Link.

Step 4: Load Templates, Pipelines, And HealthSherpa

Turn on the pre-built ACA pipelines, SMS and email templates, and scripts, and connect HealthSherpa for enrollment. Edit the opening lines so they sound like you before Open Enrollment starts.

Start at the HealthSherpa integration.

Step 5: Connect Your AI Tool

Connect ChatGPT, Claude, Gemini, or Grok through the supported connection on Pro. Ask it for today's priorities, send intake links, and review every draft before it goes to a household.

Start at Everything Your AI Tool Can Do.

The ACA Guardrails

Never promise a final subsidy amount; eligibility is determined through the Marketplace application. Separate full premium from estimated net premium in every presentation.

Use test contacts while you learn the workflow. Edit every template before the first real send, and confirm the record shows quotes, notes, and sends on the correct contact.

Keep Going

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FAQ

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