Question: I heard that client can enroll online and designate a agent. Do you know where I can input agent information on client online application? I go all the way to submit but I don’t see it. Thank you.
Answer: Once your client has created an account at the exchange portal, they can login, click on “Find Help Near You”, select “Find Agents” to designate an agent. Here’s what the online designation looks like:
Agent to be Designated: “Agent Name”
I grant this Agent permission to access, enter, and update information in my online application. I further grant permission to the Agent to submit my completed application, including activating an eSignature on my behalf.
I understand that I may end my partnership with this Agent at any time through my account dashboard or by calling 1-800-300-1506.
I grant permission to the Agent to enter payment information in my online account. I understand that the insurance premium that I am quoted will be charged to my account.
Type your full name here as your electronic signature.