CRMDAY
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ACA quoting · Healthcare.gov

ACA quotes inside the CRM, connected to Healthcare.gov.

Start from the client record, pull Healthcare.gov marketplace data, compare plans side by side and save the comparison back to the customer — without leaving CRMDAY One or retyping the household.

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Quote connected

CRMDAY OneClient record · household · producer
HealthCare.govMarketplace plan data

From the client record

  • ZIP code and county
  • Household members and ages
  • Estimated annual income

From the marketplace

  • Available plans and carriers
  • Premium, deductible, out-of-pocket
  • Estimated savings (APTC)

Illustrative values. Plan availability varies by ZIP code and plan year.

ACA QUOTING · HEALTHCARE.GOV

From client record to comparison.
In just a few clicks.

Quote ACA coverage inside CRMDAY One with Healthcare.gov data. Use the client context, filter plans, compare coverage and save the comparison directly to their record.

  • Location, income and household in one flow
  • Premiums, deductibles and benefits side by side
  • Comparison PDF linked to the client
Product demonstrationFictional data
01Start from the client record

Demonstration with fictional data. Illustrative plans and prices.

Why quoting belongs in the CRM

Every quote is part of a relationship, not a browser tab.

Agents jump between the CRM, the marketplace and a spreadsheet to answer one question: which plan fits this family. CRMDAY One keeps the question and the answer inside the customer record.

  • Context

    No retyping

    ZIP code, household and income come from the record your team already maintains.

  • Speed

    One workspace

    Search, filter and compare without switching tools in the middle of a call.

  • History

    The comparison stays

    The comparison PDF is attached to the client, ready for the next conversation.

  • Team

    The same flow for everyone

    Producer, NPN and ownership travel with the quote across the whole team.

Marketplace data

What the Healthcare.gov connection brings in.

HealthCare.gov Marketplace data

The quote workspace reads marketplace data for the client's county, so what you show on screen is plan information instead of numbers typed by hand.

  • Plans

    01

    Available plans

    Plans offered for the client's ZIP code and county, organized by carrier.

  • Pricing

    02

    Premium and deductible

    Monthly premium, deductible and out-of-pocket maximum for each plan.

  • Savings

    03

    Estimated savings

    Subsidy estimate (APTC) based on household size and estimated income.

  • Benefits

    04

    Copays and drugs

    Primary care, specialist and generic drug cost sharing, side by side.

  • Networks

    05

    Carriers and networks

    Carrier, plan type (HMO or PPO) and the network behind each option.

  • Levels

    06

    Metal levels

    Bronze to Platinum, plus Catastrophic, with the Silver variants that carry cost-sharing reductions.

Estimates are non-binding and vary by county, plan year and the household data entered.

How the connection works

From the client record to the plan on the policy.

Four movements, one direction: the data you already keep goes out, marketplace plans come back, the comparison returns to the client.

  1. 01

    Record

    Open the client

    Household, ZIP code, income and responsible producer are already in the contact.

  2. Marketplace

    Query Healthcare.gov

    The workspace looks up the plans available for that county and plan year.

  3. 03

    Compare

    Compare side by side

    Filter, select the finalists and read premium, deductible and benefits in one table.

  4. 04

    Return

    Back to the record

    Attach the comparison PDF, move to the policy workflow and keep the relationship going.

Demonstration with fictional data. Illustrative plans and prices.

Plan comparison

Metal levels, side by side.

Quoting is a conversation about trade-offs. The workspace shows the levels a household can choose from, with the numbers that decide it.

  • Bronze

    ~60% actuarial value

    Lowest premium, highest cost when care is actually used.

  • Silver

    ~70% actuarial value

    Where cost-sharing reductions apply for eligible households.

  • Gold

    ~80% actuarial value

    Higher premium, lower cost at the point of care.

  • Platinum

    ~90% actuarial value

    Highest premium, lowest out-of-pocket exposure.

  • Catastrophic

    Limited eligibility

    Low premium and high deductible, for households that qualify.

Actuarial value is the average share of covered costs a plan pays, as defined by the ACA.

Connected workflows

The quote is one step in an operation that continues.

01

HealthSherpa sync

Applications, DMI cases and renewals from your book, reconciled inside the CRM.

See the integration
02

Open Enrollment

Work queues, season dashboards and follow-up for the weeks when volume peaks.

Orchestrate the season
03

ACA and Health CRM

The full lifecycle around the same client: service, retention and renewal.

See the ACA operation
HIPAA compliance
Explore CRMDAY One

Producer, consent and privacy

Quoting with the paperwork in order.

A quote is a regulated conversation. The workspace keeps the producer, the documentation and the client history in the same place the audit will look.

  • Producer

    Responsible producer and NPN

    Every quote carries the producer and NPN that owns the relationship.

  • Consent

    Consent and documents

    Consent records and documents stay attached to the client, not to someone's inbox.

  • Privacy

    HIPAA-minded operation

    Controlled access and processes designed around HIPAA requirements.

CRMDAY and CRMDAY One are independent software products and are not affiliated with, endorsed by or sponsored by HealthCare.gov, CMS or any government agency. HealthCare.gov is a trademark of the U.S. Department of Health and Human Services.

What is ACA quoting inside a CRM?

It is running a Healthcare.gov marketplace quote from the customer record, with the household data you already keep, and returning the result to that same record.

Instead of a quote that lives in a browser tab and a PDF in a download folder, the comparison becomes part of the client history: who quoted, when, which plans were compared and what the client saw.

FAQ

ACA quoting in CRMDAY One.

Does CRMDAY One quote ACA plans with Healthcare.gov data?

Yes. The quote workspace reads marketplace plan data for the client's county and shows premium, deductible, out-of-pocket maximum and benefits for comparison. Values in demonstrations are illustrative.

Do I have to retype the household to run a quote?

No. The quote starts from the client record: ZIP code, household members, ages and estimated income come from the contact you already maintain, and you only adjust what changed.

Where does the comparison go after the call?

The comparison is attached to the client as a PDF and linked to the producer who ran it, so whoever opens the record next sees exactly what was presented.

Which states does the quote cover?

The workspace is built around the Healthcare.gov marketplace. Some states run their own marketplace, so tell us which states you work in and we will confirm what is available today.

How does quoting connect to enrollment and renewals?

The selected plan feeds the policy workflow, while HealthSherpa sync and Open Enrollment orchestration keep applications, DMI follow-up and renewals in the same operation.

CRMDAY One · free trial

Quote, compare and keep the client.

Bring ACA quoting into the same place your clients, policies and conversations already live.

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