---
title: How to check submitted surveys and change settings in agent portal
description: "[YouTube video player](https://www.youtube.com/embed/IMKf7AM2QqU?si=UYeTpER2-eel3RFq)   ### Introduction: Hi! In this video, I will show you how to check the **application records** stored on your agent portal. ### **Step:1 Access the Agent Portal** - Click on the \"**Agent Portal**\" tab to enter…"
url: "https://help.affordablecare.ai/docs/how-to-check-submitted-surveys-and-change-settings-in-agent-portal/"
updated: "2025-10-03"
category: ACA Flow
---

# How to check submitted surveys and change settings in agent portal

[YouTube video player](https://www.youtube.com/embed/IMKf7AM2QqU?si=UYeTpER2-eel3RFq)

 

### Introduction:

Hi! In this video, I will show you how to check the **application records** stored on your agent portal.

### **Step:1 Access the Agent Portal**

- Click on the "**Agent Portal**" tab to enter the agent portal.
- Once there, click on "**Client Records**"

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Screenshot_12.png)

### **Step:2**** View and Download Client Records**

- All records of clients who submitted surveys or applications will be available here.
- You can download individual records using the download option, or download all records by clicking on the "**Download Excel**" tab.
- This will download all the leads in an **Excel file**.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Screenshot_13.png)

### **Step:3****View Client History**

- To see a client's history, click on the relevant tab.
- You can view details such as the number of times they submitted the survey, along with the date and time.
- Click on "**Activity**" to see the client's journey through the survey, from the start page to the end page.
- All historical data will be displayed here.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Picture6-1.png)

### **Step:4****Consent Forms**

- Check the PDF consent links, including the agent consent form and the application review consent form, which clients submitted during the application process.
- All consent forms can be found in a single tab.
- View all activities and records for your clients.

![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Screenshot_15.png)

### **Step:5****Update Personal Information**

- In the "**Settings**" tab, update your personal information as needed.
- To update your **agency details**, click on the corresponding tab and make changes.
   ![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Screenshot_16.png)

### **Step:6****Manage Calender and Survey Links **

- Update or change your calendar link in the "**Appointment Settings**" tab.
- Copy and use your survey link as needed; opening it in a new tab will display the application survey.

**![](https://help.affordablecare.ai/wp-content/uploads/2024/08/Screenshot_17.png)**

- View all activities and records for your clients.
- Here is your survey link. You just need to copy the survey link.
- And if you open a**new tab**, the survey will **pop up** in the application survey.
- So you just see that everything is on a single page.
- You can**edit your settings** and all the stuff here.