---
title: How Agents Can Use the Survey Feature
description: "[ACA Agent Eligbility Survey URL and Contact Overview](https://www.loom.com/embed/0d9563bc57ae42fda43c8a141daa25a0#?secret=A7Eenc7OJ1) The **Agent Survey Feature** allows teams to collect and manage data more efficiently by giving each agent their own personalized survey link. Through this feature, agents can gather client information, track enrollments,…"
url: "https://help.affordablecare.ai/docs/how-agents-can-use-the-survey-feature/"
updated: "2025-10-23"
category: ACA Flow
---

# How Agents Can Use the Survey Feature

[ACA Agent Eligbility Survey URL and Contact Overview](https://www.loom.com/embed/0d9563bc57ae42fda43c8a141daa25a0#?secret=A7Eenc7OJ1)

The **Agent Survey Feature** allows teams to collect and manage data more efficiently by giving each agent their own personalized survey link. Through this feature, agents can gather client information, track enrollments, and even automate data transfer via webhooks. This step-by-step guide walks you through how agents can set up, share, and manage their surveys within the system.

### **Step 1: Go to Agent Settings**

- Navigate to **Agent Settings → Agents**.
- Click on **Add Agent**.
- Enter the agent’s details such as name, contact information, and any required fields.
- Click **Save** to add the agent.
- You can add **multiple agents**, and their details can be **edited** anytime.

### **Step 2: Get the Agent’s Unique Survey Link**

- Open the **agent profile** you just created.
- Copy the **Agent Survey Link** displayed on the page.
- Each agent automatically gets their **own survey link** with:
  - The **company branding**
  - The **agent’s information**
- Optionally, upload the agent’s **image or logo** for a professional, branded look.

### **Step 3: Share the Survey Link**

- Share the **unique survey link** with the agent.
- The agent can then send the link to clients or leads.
- When a client fills out the survey, their responses are automatically connected to the correct agent.

### **Step 4: Check Completed Surveys**

- Go to **Enrollments → Eligibility Survey**.
- All **submitted surveys** will appear here.
- Each entry is tagged with the agent who owns the survey link.

### **Step 5: (Optional) Send Survey Data to a Webhook**

- Open **Webhook Settings**.
- Choose where to send the survey data (the **target URL**).
- Select the **format**, such as **JSON**.
- Choose the **Eligibility Survey** as the data source.
- Click **Submit**, then **Save**.
- This step is **optional**, but it allows survey results to be sent automatically to other systems (like CRMs or analytics tools).

### **Step 6: View Survey Data in Contacts**

- Open the **Contacts** section.
- Select a contact who has filled out a survey.
- Under the **Survey** tab, view the full details of their responses.
- This helps agents review individual submissions directly from the contact’s record.

### **Step 7: Compare Enrollment Files**

- Inside the same contact record, go to the **Enrollment** tab.
- If the contact has multiple enrollment files (for example, an old one and a new one), both will be shown.
- Compare the **previous** and **latest** files to see updates or changes.

### **Step 8: View DMI Records (If Available)**

- In the contact’s profile, open the **DMI** section.
- If the contact has one or more **DMI records**, they will all appear here.
- This allows for a full view of all related data in one place.

### **Step 9: Review and Manage Data**

- All agent survey data can be viewed in a structured, organized way.
- Agents and admins can monitor:
  - **Survey responses** under Enrollments.
  - **Individual contact data** under Contacts.
  - **Linked records** like Enrollments and DMIs.