ACA Evaluation Form to Narrow Down Clients

larymes

Super Genius
119
Does anybody have an evaluation form for potential clients to fill out at events?
(name, addres, income range etc?)
 
Do you have access to group insurance (thru employer or spouse's employer)?
Does your income fall with in 100-400% of FPL based on family size?

That will get you started.
Then quote them with Healthsherpa
 
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