Built for ACA agents
Best CRM for ACA Health Insurance Agents
ACA open enrollment is a sprint and the rest of the year is SEPs, subsidy updates, and making sure clients do not lose coverage. Round Table CRM keeps the chaos manageable and your retention numbers up.
Sound familiar?
These are the problems we hear from agents in your niche every week.
- 1
Open enrollment is November 1 through January 15 and you are trying to re-enroll your entire book while also writing new clients -- without a system, people fall through
- 2
Special enrollment periods are time-sensitive and clients do not always call you when a life event happens -- you find out later when they lost coverage or enrolled without you
- 3
Subsidy re-determination happens every fall and income changes can wipe out a client's tax credit if they do not report them -- you have no way to proactively check in
- 4
Clients who auto-renew into a plan that no longer fits their network or premium spend call you frustrated in February when it is too late to change easily
Why Round Table CRM fits your book
Built by people who know how insurance agents actually work.
Open enrollment countdown and batch outreach sequences so you contact every client in your book before November 1
SEP tracking with event date and 60-day window countdown so you never miss a special enrollment opportunity
Annual income check-in reminder fires in September -- before re-determination season -- so clients can update their subsidy estimate on time
Auto-renewal risk flag for clients whose plan changed significantly (premium increase, carrier change, network change) so you can intervene before the deadline
Year-round follow-up cadence between OE seasons to keep clients engaged and reduce inbound panic calls
How we stack up
Generic CRMs were not built for insurance. Here is the difference.
| Feature | Round Table CRM | HubSpot |
|---|---|---|
| Open enrollment batch outreach sequences | Built in | Manual blast |
| SEP 60-day window countdown per client | Yes | No |
| Annual income check-in reminder | Yes | No |
| Auto-renewal risk flag | Yes | No |
| Year-round retention follow-up cadence | Yes | Build from scratch |
| Priced for high-volume ACA shops | Yes -- see /pricing | Enterprise only |
Comparison based on publicly documented features of HubSpot, Salesforce, and Radiusbob as of 2025.
Questions agents ask us
Answers that are actually useful, not marketing fluff.
How does Round Table CRM help me manage open enrollment at scale?
Starting in October, outreach sequences go to your whole ACA book to schedule reviews before November 1. You triage who needs a full review vs. who can auto-renew safely, all from one dashboard.
How does SEP tracking work?
When a client has a qualifying life event -- job loss, move, marriage, birth -- you log the event date. The CRM creates a 60-day countdown with follow-up tasks so you enroll them before the window closes.
Can I track APTC subsidy amounts per client?
Yes. You can log the estimated monthly APTC per client and flag clients whose income situation changed so their subsidy estimate may need updating before re-determination.
I have clients across multiple states. Does the CRM handle multi-state books?
Yes. You can tag clients by state and filter your book by state during open enrollment to coordinate outreach by exchange deadline.
Does Round Table CRM integrate with HealthSherpa or the federal marketplace?
Direct marketplace integration is on the roadmap. Today, you manage client data in the CRM and log enrollment status manually or via CSV export from your marketplace portal.
What do I do with clients who want to stay on the same plan without a review?
Mark them as "auto-renew review complete" with a note and a flag for next October. The CRM pulls them back into your workflow next year without you having to remember.
How does pricing work?
Visit /pricing for current plan details. No annual contract.
Ready to try it?
No annual contract. No setup fee. Import your book and start in minutes.