Key Takeaways
- CrankWheel has launched the Instant ACA Marketplace Consent Form, allowing insurance agents to capture digital consent from clients directly within a screen-sharing session. 100 or more policies per carrier group
- The update helps agents meet CMS guidance that ask agents with over 100 or more policies per carrier group to record ACA-related sales calls by November 1, 2026, and others by March 1, 2027.
- The platform supports multiple CMS-related documents, including English and Spanish versions of 2025 and 2026 ACA consent, attestation, and eligibility forms, alongside the Medicare Scope of Appointment.
- CrankWheel provides built-in web-audio recording and long-term storage for sales calls, helping agents document conversations to meet evolving carrier and CMS expectations.
- CrankWheel is seeking partnerships with VoIP providers to allow agents to store combined call and screen-share recordings for 10 or more years at no additional cost to paid users.
REYKJAVÍK, Iceland, Oct. 29, 2026 /PRNewswire/ — CrankWheel, the screen-sharing and sales engagement platform trusted by agents across the insurance industry, today announced that its new Instant ACA Marketplace Consent Form is now live. The digital form lets insurance agents capture Centers for Medicare & Medicaid Services (CMS) consent during ACA Marketplace Open Enrollment directly within a CrankWheel screen-sharing session. The update helps agents stay ahead of tightening carrier and CMS recording expectations.
CMS has begun urging agents to record ACA-related sales calls, with guidance suggesting that agents managing over 100 or more policies per carrier group start recording by November 1 of 2026, and others by March 1 2027. While not yet a formal regulation, many in the industry expect this best practice to be codified soon. For agents and agencies, the timeline leaves little room to adapt.
CrankWheel’s Instant ACA Marketplace Consent Form is built directly into the screen-sharing workflow agents already use, so there’s no extra software to learn and no added step that slows down the sales conversation. Agents can capture consent in the moment, while they’re already sharing their screen with a client.
Currently, CrankWheel supports the following CMS-related forms:
- 2025 ACA Consent (English)
- 2025 ACA Consent (Spanish)
- 2025 ACA Attestation (English)
- 2025 ACA Attestation (Spanish)
- Medicare Scope of Appointment
- 2026 CMS Consent (English)
- 2026 CMS Consent (Spanish)
- 2026 CMS Eligibility (English)
- 2026 CMS Eligibility (Spanish)
Alongside the consent form, CrankWheel is addressing the recording and storage side of CMS expectations. CrankWheel’s web-audio meetings with auto-recording already capture both sides of a sales conversation and offer long-term storage, giving agents a built-in way to document calls as they happen.
CrankWheel is also putting out a call for partnerships with Voice over Internet Protocol (VoIP) providers. The goal is to let agents pair call recordings from their VoIP system with screen shares captured in CrankWheel.
“Insurance agents are being asked to do more and more to stay compliant with CMS, often on very short timelines,” said Anton Vakulenko, Product Manager at CrankWheel. “Our job is to make that easier. With CMS forms, long-term recording storage and HIPAA support in one place, agents can focus on their clients while CrankWheel helps them keep the records they need.”
Together, these updates position CrankWheel as a partner agents can turn to as carrier and CMS recording expectations continue to evolve. By combining consent capture, call recording, and long-term storage in a single platform, CrankWheel aims to help agents reduce administrative burden while keeping their focus on serving clients.
CrankWheel also offers optional automatic recording to help agents capture and retain critical conversations in support of compliance requirements. Agents can request this feature at no additional cost from their CrankWheel support team.
Insurance agencies and VoIP providers interested in learning more about CrankWheel’s ACA consent form or exploring a recording partnership can visit crankwheel.com for more information.
Frequently Asked Questions
What are the CMS consent requirements for ACA Marketplace insurance agents?
The Centers for Medicare & Medicaid Services (CMS) requires agents and brokers to obtain and document consumer consent before assisting with ACA Marketplace enrollment or making changes to an existing application. Consent documentation must identify the consumer, the agent or agency receiving authorization, the date consent was provided, and the scope, purpose, and duration of the authorization. Consumers must also have a way to revoke their consent.
Can ACA Marketplace agents collect consumer consent electronically?
Yes. CMS allows agents and brokers to document consumer consent electronically. Acceptable methods can include electronic signatures, emails, and recorded verbal authorization, provided the documentation meets CMS requirements. Digital consent forms can help agents maintain accessible records while assisting consumers remotely.
How long must insurance agents retain ACA Marketplace consent records?
CMS requires agents, brokers, and web-brokers to retain documentation of consumer consent for a minimum of 10 years. Documentation confirming that consumers reviewed and verified the accuracy of their Marketplace eligibility applications must also be retained for at least 10 years. Agents must be able to provide these records to CMS upon request.
What is CrankWheel’s Instant ACA Marketplace Consent Form?
CrankWheel’s Instant ACA Marketplace Consent Form is a digital form built into the company’s screen-sharing workflow. It lets insurance agents capture Centers for Medicare & Medicaid Services (CMS) consent during ACA Marketplace Open Enrollment inside a CrankWheel session.
What CMS-related forms does CrankWheel currently support?
CrankWheel currently supports 2025 ACA Consent in English and Spanish, 2025 ACA Attestation in English and Spanish, Medicare Scope of Appointment, and 2026 CMS Consent and CMS Eligibility in English and Spanish.
About CrankWheel
CrankWheel is a screen-sharing and sales engagement platform that lets agents share their screen with clients instantly, with no downloads or account creation required. Trusted by more than 60,000 users and rated 4.8 out of 5 on G2, 5 out of 5 on Chrome Web Store, GetApp, and Capterra, CrankWheel is widely used across the insurance industry to guide clients through plan comparisons, forms, and enrollment in real time. For more information, visit crankwheel.com.
Media Contact:
Birta Bjargardóttir
CrankWheel
E-mail: birta@crankwheel.com
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SOURCE CrankWheel
