ACA Clients — Worlds by LegacyOne

🏥 ACA World

ACA Client Registry

All ACA Marketplace clients — searchable, sortable, and ready to enroll

—

Total Clients

—

Ambetter

—

BCBS AZ

—

Oscar

—

Molina

—

UHC

—

SEP Eligible

🔍

← ACA World

Loading ACA clients...

📁

Select or Drop Your CSV File

Click the button below to choose your file

📄 Choose CSV File

📂 Column Mapping Detected

Preview 0 records

Preparing...

🏥 New ACA / Marketplace Client

Add client · Apply tags · Send to workflow

§ 1 — Contact Information

First Name *

Last Name *

Date of Birth

Phone *

Street Address

City

State

Zip Code

County

§ 2 — Household & Income

Household Size

Est. Annual Income

Enrollment Type

🆕 New (OEP) ⚡ SEP 🔄 Renewal 🔁 Plan Change

SEP Qualifying Event

§ 3 — Current Coverage & Plan Preferences

Current Coverage

Preferred Carrier

Preferred Metal Tier

APTC / Subsidy Eligible?

§ 4 — Enrollment Platform

🧠

HealthSherpa

Primary EDE

🏥

Healthcare.gov

CMS Portal

☀️

SunFire Matrix

Multi-carrier

📄

Other / TBD

To be decided

§ 5 — Primary Care Physician

PCP Name

PCP Phone

Medical Group / Network

§ 6 — Medications

Medication 1

Medication 2

Medication 3

Preferred Pharmacy

§ 7 — Notes & Lead Source

Lead Source

Agent Notes / Next Steps

ACA Client Registry

No ACA clients yet

Select or Drop Your CSV File

🏥 New ACA / Marketplace Client