Tutorials

The IHC Marketplace Bridge to INSXCloud

Written on April 19th, 2021

Feature Overview

IHC Specialty Benefits contracted agents can bridge from the IHC Marketplace via their Producer Portal to INSXCloud, a multi-carrier quoting-and-enrollment platform that allows them to enroll customers in ACA plans on the Federally Facilitated Marketplace (FFM), as well as access a number of helpful tools and resources and all available ancillary products they are licensed to sell.

The “bridge” to INSXCloud allows agents to access client data in INSXCloud that is already input in their IHC Producer Portal > My Clients. Client data does not have to be rekeyed into INSXCloud.

Watch a short video demonstration of the “bridge” to INSXCloud feature from the IHC Marketplace.

Accessing INSXCloud from IHC’s Producer Tools

Access INSXCloud from My Clients > Product Type Drop-Down Menu

Screenshot of user interface shows product menu with ACA selected

Access INSXCloud from IHC Marketplace Quote Results Page

Screenshot of IHC Marketplace with Product Tabs

Access INSXCloud from the Quoting and Enrollment page

Screenshot shows quoting and enrollment page in producer portal

Registration Not Found

If agents receive a “Registration Not Found” message when trying to access INSXCloud from any of the locations above they should call the phone number provided, contact their IBG representative, or complete a request form to sign up for their free INSXCloud account.

Configuration just takes a few minutes, but requires a Cloud administrator to initiate. Request access to INSXCloud.

INSXCloud registration not found message

Move Customers from Short-Term to ACA Plans

The “bridge” to INSXCloud allows agents to access client data in INSXCloud that is already input in their IHC Producer Portal > My Clients. Client data does not have to be rekeyed into INSXCloud.

This is especially convenient when moving a customer from an existing short-term medical (STM) policy, which can be quoted and enrolled via the IHC Marketplace or INSXCloud, to an ACA plan, which is only accessible from INSXCloud.

The following video walks through the process of moving clients from an STM to ACA plan starting with a client record in the IHC Producer Portal and ending on INSXCloud.

Get INSXCloud

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2

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