Zero-Form • SmartProfile • Readiness

One profile. Less paperwork. Faster insurance enrollment.

Create a reusable SmartProfile™, capture documents once, identify missing items, and move clients efficiently toward agent review and authorized enrollment.

SmartProfiles

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Ready for review

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Missing items

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Pending invites

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What needs attention

See where clients are stuck without opening every file.

Quick actions

Client SmartProfiles

One reusable profile across products.

New SmartProfile intake

Upload what you have. Confirm what we find. Answer only what we cannot.

0% ready

Smart document capture

Choose where the document is coming from, then extract and prefill the SmartProfile.

OCR ready

Owner Category Type

Choose document source

No document selected.

No document analyzed.

Client & product

First nameLast nameDOBProductPhoneEmailAddressLanguageAnnual household income

Readiness engine

Preferences & Consent Center

Doctors/hospitals to keepPrescription medications

Privacy Policy & TermsRequired
I acknowledge that I had access to and reviewed the Privacy Policy, Terms of Use, and applicable disclosures.

Accuracy CertificationRequired
I reviewed the information presented to me and will correct inaccurate or outdated information before submission.

Insurance Assistance AuthorizationRequired
I authorize Best Insurance Solutions, Inc. and appropriately licensed producers to use my information to provide the insurance assistance I requested. This does not bind or guarantee coverage.

Electronic Records & SignatureRequired
I consent to electronic records and signatures and intend my electronic action to serve as my signature where legally permitted.

SmartProfile AuthorizationOptional
Create and maintain a reusable SmartProfile so I can reuse information in future insurance intakes. I understand I must review it again before future use.

Document OCR / AI AuthorizationOptional
Use automated document-recognition technology to extract and prefill information. I understand OCR can make mistakes and requires my review.

Marketplace Assistance NoticeRequired for ACA assistance
I understand this intake consent does not replace official CMS/Marketplace consumer consent, eligibility-application review, identity verification, or agent authorization completed through the authorized Marketplace/EDE workflow.

Transactional Email/TextOptional
Send service-related messages such as secure links, document requests, appointments, and application-status updates. Message/data rates may apply.

Marketing MessagesOptional
I separately agree to receive promotional insurance emails/texts. This is not a condition of purchasing insurance or receiving assistance.

Marketplace consent, application review, identity verification, and CMS/HealthSherpa authorization remain separate and controlling when applicable.

Client links & QR intake

Applicant or agent can choose the preferred delivery option: email, phone/text, both, QR code, or copied link.

Client

Client email Client phone

Preferred delivery option

Request items Identification Legal status document Income document Electronic consent

Client QR code & delivery

Texting uses the device's SMS app until Twilio is connected for server-side SMS delivery.

Agents & brokers

Role-based agency onboarding.

Onboard agent or broker

Identity, licensing, Marketplace readiness, products, and invitation.

Full nameEmailRoleNPNFlorida licenseLine of authority

FFM certified HealthSherpa account EDE / FFM integration active Carrier appointments reviewed

Legal & Compliance Center

Policies, disclosures, data rights, and Marketplace notices.

Important production note
These platform policies are a compliance-oriented draft. Final production use should be reviewed by Florida insurance/privacy counsel and matched to the actual vendors, data flows, security controls, and CMS/HealthSherpa implementation in use.

Agency settings

Branding, licensing, and integrations.

Production domain plan
Public brand: Best Insurance Marketplace
Primary domain: www.bestinsurancemarketplace.com
Recommended app address: app.bestinsurancemarketplace.com
Legal operator: Best Insurance Solutions, Inc.

Agency licenseAgency NPNProducer licenseProducer NPNPhoneEmail

Florida-only staging. Best Insurance Marketplace is a private platform operated by Best Insurance Solutions, Inc. and is not HealthCare.gov, CMS, the federal Health Insurance Marketplace, HealthSherpa, or an insurance carrier.