CrankWheel Launches Digital Consent Forms to Assist Insurance Agents with CMS Compliance
CrankWheel has introduced the Instant ACA Marketplace Consent Form, a digital tool designed to help insurance agents capture required consent during screen-sharing sessions. This launch addresses tightening guidance from the Centers for Medicare & Medicaid Services (CMS), which suggests that agents managing over 100 policies per carrier group should begin recording ACA-related sales calls by November 1, 2026. The platform now supports multiple English and Spanish versions of 2025 and 2026 ACA consent, attestation, and eligibility forms, as well as Medicare Scope of Appointment documents. To further support compliance, CrankWheel is seeking partnerships with VoIP providers to integrate call recordings with screen-sharing data for long-term storage. By embedding these tools directly into the existing sales workflow, CrankWheel aims to reduce administrative burdens for agencies facing evolving regulatory expectations and documentation requirements.
Topics: ACA Marketplace CMS Compliance Digital Consent Insurance Technology