This area is for insurance accounts. If your account is not in insurance mode, switch modes in your Profile settings and the consent forms appear here.
Your consent links
You get a shareable, client-facing link for each consent form your insurance tier shows: an ACA Consent to Represent and a Medicare Scope of Appointment. Each form has a URL card with copy and preview. Copy the link and send it to a client, or preview it first to see what they will see.
Agent and agency details
A read-only card shows the agent and agency details pulled from your Profile: your name, NPN, phone, and agency. These details appear on your consents. Fill in anything missing in your Profile so every consent you send is valid.
Logo override
Pick an image from your Media Library to replace the profile logo on consent pages. The override applies to consent pages only. Everything else keeps your normal logo.
Signed consents
The Signed Consents table logs every signed consent: client, type, language, signed date, and the IP and timezone it was signed from. Search the log, filter by type, and download any consent as a PDF.