ACA Client Registry — WorldOS

🏥 ACA World

ACA Client Registry

All ACA Marketplace clients — searchable, sortable, and ready for intelligent follow-up.

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Total Clients

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Ambetter

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BCBS AZ

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Oscar

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Molina

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UHC

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SEP Eligible

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§ 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

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Healthcare.gov

CMS Portal

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SunFire Matrix

Multi-carrier

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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

Referred By

Agent Notes / Next Steps

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Date

Task Title

Type

Priority

Note (optional)

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