Option one
Upload a signed PDF
AceAgent extracts the details and updates your CRM.
Tool 03 · Enrollment-to-mail workflow
Enrollment complete. Welcome package ready.
Whether the enrollment begins as a signed PDF or in a supported third-party platform, AceAgent carries the work forward with verified CRM data, a personalized welcome letter, and approved direct #10 postage ready to mail.
Two enrollment intake paths Verified CRM data Letter + postage PDFs
The workflow at a glance
However you enroll, AceAgent finishes the follow-through.
Start with a signed PDF or a supported third-party enrollment. AceAgent turns either one into the same ready-to-mail welcome package.
Start with either
OR
Option two
Enroll through HealthSherpa
Your CRM sends the completed enrollment to AceAgent.
AceAgent takes it from here
Client data verified. Welcome package created.
AceAgent uses the verified CRM record, creates the personalized letter, and prepares the exact postage for approval.
Your ready-to-mail result
Personalized PDF
Welcome letter
Addressed #10 envelope
Postage ready
You review the client details and approve the exact postage charge.
A closer look
See the onboarding workspace at each stage.
Use the interactive preview to move from extracted enrollment review to final postage approval and completed package downloads. All names and values are simulated.
AceAgent Toolbox/Client Onboarding
Secure operationsAAGuided client operations
Follow one enrollment from intake through a verified, ready-to-mail package.
↘Interactive preview Click a stage to explore
Tenant-protected client operations
Hosted intake readyClient Onboarding
Upload a signed enrollment PDF through the protected AceAgent intake boundary.
Select a signed enrollment PDF
The enrollment is registered for review before any CRM or document action begins.
PDFJordan Parker Enrollment.pdf18 KB · Selected for reviewSelected
Controlled from the first step
- Review extracted values before use
- Confirm the exact CRM contact
- Approve only the final postage charge
Enrollment review
15 fields foundReview the extracted enrollment values
What each element does
Automation with visible checkpoints.
Begin with the enrollment you already completed
Register a signed enrollment PDF, or let a supported third-party enrollment reach AceAgent through the CRM that already holds the client record.
Review PDF-extracted values before they move
For PDF intake, AceAgent extracts the client and plan details into a structured review so mistakes can be corrected before a CRM update is prepared.
Resolve the exact CRM contact
AceAgent verifies the intended client identity. The PDF path updates that contact and reads the result back; the third-party path retrieves the enrollment data already recorded there.
Create one personalized welcome letter
Verified name, plan, effective date, and agency details populate the approved template, which is exported and checked as a one-page PDF.
See the exact postage before purchase
AceAgent verifies the recipient address, USPS service, and production quote before presenting the one remaining charge for approval.
Download a complete, ready-to-mail package
The verified welcome letter and direct #10 postage PDF stay together in the completed onboarding record for easy download and mailing.
A purchase stays a purchase
Postage waits for the agent.
AceAgent can prepare and verify the CRM update and welcome letter automatically. The exact postage charge remains visible and requires a separate approval.
- 1Verify the recipient
Review the client name and complete mailing address that will appear on the direct #10 envelope.
- 2Review the exact quote
See the USPS service and the precise production charge before anything is purchased.
- 3Approve once
Purchase the prepared postage one time, verify the resulting PDF, and keep it with the completed welcome letter.