The Top 5 Features of PolicySync That Can Save Your ACA Business

As an ACA agent, keeping track of your book of business can sometimes feel like juggling knives. Between staying on top of policy renewals, watching for AOR losses, and ensuring that clients don’t lose their coverage, it’s a lot to manage. And if you’re still trying to do all of this manually with spreadsheets or guesswork, you’re probably burning yourself out. That’s where PolicySync steps in to make life easier.

Designed specifically for ACA agents, PolicySync takes your HealthSherpa data and transforms it into actionable insights that help you avoid costly mistakes and maximize your revenue. Let’s dive into the top 5 features that can save your ACA business—and your sanity:

1. Full Client Lookup for Immediate Insights

Ever had a client call and ask, “What’s going on with my policy?” You know the panic that sets in when you’re trying to dig through spreadsheets or jump between different platforms to get an answer. With PolicySync’s Full Client Lookup feature, that stress is gone.

This feature lets you instantly pull up all the details about any client in your book, including:

• Policy status and history – See if the policy is active, pending, or terminated.

• Carrier details and plan information – Know exactly which plan they’re enrolled in and with which carrier.

• Enrollment timelines and document status – Stay informed about deadlines and pending actions.

With all this information at your fingertips, you can provide fast, accurate answers that boost client confidence and reinforce your expertise. No more scrambling—just smooth, professional service that keeps clients happy.

2. Commission Estimates & Book Value Insights

Ever wonder exactly how much your book of business is worth? Most agents don’t have a clear idea of their monthly or yearly commissions—let alone whether they’re getting paid correctly. PolicySync solves this problem by cross-referencing your carrier appointments and commission schedules, giving you a crystal-clear picture of your revenue potential.

With this feature, you can:

• Estimate the value of your book – Know how much each policy is worth based on carrier agreements.

• Track monthly and annual commissions – Get a real-time overview of your expected earnings.

• Identify discrepancies between what you should be earning and what’s coming in – If you’re getting underpaid, PolicySync makes it easy to spot.

When you know exactly how much your book is worth, you can make smarter decisions about where to invest your time and energy. You’ll also have the confidence to address any commission discrepancies before they become major issues.

3. AOR Loss Monitoring

Losing Agent of Record (AOR) status is like watching money walk out the door. But the worst part? Many agents don’t even realize they’ve lost a client until it’s too late. PolicySync keeps an eye on your AOR status and flags policies where another agent has taken over.

With this feature, you can:

• Identify AOR losses immediately – Know exactly when and where clients are being switched to another agent.

• Take action to re-engage lost clients – Don’t wait until Open Enrollment to win them back—reach out as soon as you spot the change.

• Protect your book and minimize revenue losses – By addressing AOR losses quickly, you can prevent them from snowballing.

AOR monitoring gives you the opportunity to fix issues before they spiral out of control, helping you maintain both your revenue and your client relationships.

4. Policy Expiration & Cancellation Warnings

Client policies don’t just lapse overnight. There are usually warning signs—if you know where to look. PolicySync takes the guesswork out of the equation by providing real-time alerts on policies that are expiring, canceled, or at risk of termination.

With these warnings, you can:

• Stay ahead of upcoming lapses – Get notifications well before policies expire so you can intervene.

• Send timely reminders to clients – Help your clients stay on track and avoid accidental lapses.

• Prevent unnecessary churn and maintain retention – Keep more clients in your book by ensuring their policies remain active.

By acting early, you not only protect your commissions but also build stronger relationships with your clients by showing that you’re always looking out for them.

5. Geographic Visualization of Your Policies

Want to know where your policies are concentrated? PolicySync’s Geographic Visualization feature maps out your policies in an easy-to-understand format, giving you a bird’s-eye view of your book of business.

With this feature, you can:

• Identify growth opportunities in underserved areas – See which zip codes or regions could benefit from more outreach.

• Spot high-churn regions that may need more attention – Focus your efforts on areas where clients are dropping off.

• Plan targeted marketing and outreach campaigns – Use geographic insights to tailor your marketing strategy to areas where you’re already gaining traction.

Seeing your data visually makes it easier to identify trends and opportunities that might not be obvious in a spreadsheet, allowing you to grow smarter and faster.

Running a successful ACA business means staying ahead of client issues, protecting your book, and making informed decisions about where to focus your efforts. PolicySync empowers you to do all of this by providing real-time data and actionable insights that prevent losses and increase retention.

If you’re ready to take control of your ACA business and make smarter, data-driven decisions, it’s time to give PolicySync a try. Learn more at www.policy-sync.com.