RetireFlo Resources ← All tutorials

How to Buy the Solo ACA Consent Form Survey

Writing ACA business and just need the consent on file? The ACA Consent Form survey collects exactly one thing: the CMS-required ACA consent, signed by your client from a single link. Here's how to add it to your account in a few minutes.

How to buy the solo ACA Consent Form Survey
Consent without the questionnaire. When a client is ready to work with you but you don't need a full intake, send the ACA Consent Form link — they sign their portion in about a minute, you sign yours in your dashboard, and the consent is on file before you touch an application.
One requirement first: the ACA Consent Form survey is an add-on — it's available to purchase once you have one of our Full Intake Surveys (Medicare, ACA, or Life Insurance) or our ConnectureDRX platform on your account.
1

Create or sign in to your RetireFlo account

Head to RetireFlo.com and click Get Started (top right) to create your account — or Log In if you already have one. Already a RetireFlo user? Just log in and jump to step 3.

The RetireFlo homepage with the Get Started and Log In buttons
2

Add a promo code

Open the Survey Marketplace from the left sidebar. At the top there's a banner with an Add promo code button — that's where discount codes go. You can also add one any time under Account SettingsPayment Settings, in the “Traditional Links Discount Code” box.

The Survey Marketplace promo banner with the Add promo code button highlighted
3

Select the ACA Consent Form survey

In the Survey Marketplace, scroll past the main surveys to find the ACA Consent Form card — just the consent form, nothing else. Press Select, choose monthly or annual billing, and check out. Your link is active immediately.

The ACA Consent Form card in the Survey Marketplace at $9.99 per month — just the ACA Consent Form
4

Make it yours, then send it out

Press Manage next to your new survey to add your logo, headshot, and colors, then copy your link from the dashboard and send it anywhere your clients are — text or email both work. When it comes back, sign the agent portion from your dashboard and you're set.

Good to know

Still stuck?

Grab a time with the RetireFlo team and we'll walk through it with you — or ask the community, someone's always online.