The CRM Built for
Health Insurance Agents
Manage OEP and SEP campaigns. Track subsidy-eligible clients. Compare ACA plans. Automate follow-up for open enrollment season. Built for ACA marketplace and individual health insurance agents.
Health insurance CRM features built for ACA producers
ACA enrollment pipeline
Pre-built stages: Lead → Quoted → SEP/OEP Eligible → App Submitted → Enrolled → Active. Track APTC, subsidy eligibility, and plan details per client.
OEP campaign automation
Pre-built November–January campaign sequences. Reach every client with renewal reminders, plan change notices, and rate increase alerts.
SEP qualifying event tracking
Tag clients with qualifying life events. Automated follow-up triggers when a client reports job loss, marriage, birth, or other SEP-qualifying events.
Group health pipeline
Separate pipeline for employer group cases. Track employee counts, renewal dates, carrier contacts, and premium history per group.
Subsidy calculator
Estimate APTC subsidy amounts based on household size and income directly in the client record. Show clients their net premium before you quote.
License compliance
Track your health insurance license, CE credits, and marketplace certifications across every state you are licensed in.
Health insurance CRM questions
Does SonicCRM support ACA marketplace enrollment?
Yes. SonicCRM includes an ACA pipeline with stages for Lead, Quoted, SEP Eligible, App Submitted, Enrolled, and Active. Track subsidy eligibility, APTC amounts, and enrollment deadlines for each client.
Can I automate Open Enrollment Period (OEP) campaigns?
Yes. SonicCRM ships with pre-built OEP campaign sequences for the November 1 – January 15 enrollment window. Automated SMS and task workflows reach every client at the right time.
Does SonicCRM handle Special Enrollment Period (SEP) tracking?
Yes. SonicCRM lets you tag clients with qualifying life events (QLE) and set automated follow-up for Special Enrollment Periods triggered by job loss, marriage, birth, and other events.
Can I compare ACA plans inside SonicCRM?
SonicCRM integrates with quoting tools that surface ACA plan options by zip code, household size, and income. Compare premium and subsidy amounts directly in the client record.
How does SonicCRM handle group health vs individual health?
SonicCRM supports both lines with separate pipelines. Individual and family (ACA) clients are tracked through one pipeline, while group employer cases have a separate pipeline with employer contact and renewal date fields.
Start your free 30-day trial
Built for health insurance producers. No setup fee. Cancel any time.
Get Started Free