For immediate release · September 26, 2026

AgencyView Launches ACA Marketplace Book of Business, a Report That Shows Which Marketplace Clients an Agency Still Holds, Who Moved to Another Agent and When, and Who Needs Attention

Built from the HealthSherpa export agencies already upload, it lists active clients, moves to other agents with the date each AOR change took effect, terminations, $0 APTC records, payments at risk and records that need review, each linked to the client in the CRM and ready to download as an Excel workbook.

SHERIDAN, WYO. — September 26, 2026 — AgencyView, the all-in-one agency management and commission tracking platform for insurance agencies, today launched ACA Marketplace Book of Business, a premade report that turns an agency’s HealthSherpa export into the lists the agency works from: clients still active under its own agents, clients whose current agent of record is someone else and when that change took effect, terminations and cancellations, $0 APTC records, clients at risk of losing coverage over a payment, and records that need a second look. The report is live now in AgencyView, in the sidebar as ACA Book of Business and under Premade Reports in Analytics.

The ACA Marketplace Book of Business report: the export it was built from, the agency’s AOR, and tiles for 156 Marketplace clients, 116 active under the agency, 20 moved to another agent, 12 terminated or canceled, 5 with $0 APTC, 55 paying a monthly premium, 4 at termination risk and 32 review issues. — The report on a fictional sample book: the clients, agents and figures are invented.

“A Marketplace book changes every week, and most of that change happens outside the agency: another agent enrolls a client, a premium goes unpaid, a tax credit disappears. We built this so an agency can see all of it from the export it already has, and start calling the right clients the same day.”
— AgencyView, in a company statement

What the report shows

Current clients: every effectuated application whose agent of record is one of the agency’s own agents, with carrier, plan, premium, tax credit, what the client pays, renewal and payment status.
Moved to another agent: every client whose current agent of record is someone else, the new agent, and the date the AOR change took effect.
Terminated and canceled: each one marked client-requested, nonpayment, carrier or Marketplace action, or no reason given, and counted by month.
$0 APTC to verify: active and pending clients showing no tax credit today.
Payment required: clients who pay part of their premium, with any past-due balance, grace period or first payment still pending marked as a termination risk.
Needs review: missing cancellation dates, unknown statuses, pending effectuation, past-due balances, $0 APTC, possible duplicate records, and active clients paying $500 a month or more.

The Moved to another agent list sorted by AOR change effective date, newest first, showing each client, the new agent and NPN, the AOR change effective date, the policy effective date, carrier, plan and policy status. — Clients who moved to another agent, newest change first.

When a client moved, and to whom

HealthSherpa’s export names each application’s current agent of record but carries no date for an AOR change. When another agent enrolls a client, HealthSherpa’s Marketplace sync shows the new agent’s policy in place of the agency’s own, and that policy’s effective date is when the change took effect. The report uses that date wherever the export shows a later policy, and marks the rest “not in the export” rather than guessing. Moves and terminations are also counted month by month.

Two charts: AOR changes by the month they took effect, with six not dated in the export, and terminations and cancellations by month, with three with no date provided. — AOR changes and terminations, month by month.

Clients at risk, before coverage lapses

The Payment required list can be sorted to put past-due balances and grace periods first, then first payments still pending, so a CSR can work the calls in order. A client whose tax credit reads $0 is listed for verification; because the export is a snapshot, the report never claims a credit was lost.

The Payment required list sorted by risk of termination: three clients with a past-due balance, one in a grace period and three with a first payment still pending, each with what the client pays, the past-due amount, the balance due and the paid-through date. — Payments at risk, sorted by risk of termination.

Linked, sortable and ready for Excel

Each client links to their contact in the agency’s CRM and to their HealthSherpa record. Every column in every list sorts, and the whole report downloads as an Excel workbook with an overview sheet and one sheet per list, each with sort and filter buttons. The Social Security numbers, dates of birth and addresses in the export are never read into the report or the workbook.

The Current clients list sorted by effective date, newest first, with the search box and the Download Excel button above it. — Every list sorts by any column and downloads to Excel.

Availability

ACA Marketplace Book of Business is live now for every AgencyView agency with a connected CRM. It reads the HealthSherpa ACA export an agency uploads through Data Import, and a newer export can also be read on the page without saving it. Agency admins, sub-agency admins, independent agents and CSR seats can open it. AgencyView plans start at $159 per month with a 14-day free trial. Future announcements will be posted to the AgencyView newsroom.

About AgencyView

AgencyView is the all-in-one agency management and commission tracking platform for insurance agencies. It brings clients, policies, commissions, and compliance behind one login: quote-to-enrollment workflows, AI commission reconciliation against carrier statements, agency hierarchy and split management, call coaching, and HIPAA-compliant client records. AgencyView is built for independent agents, agencies, and the FMOs and IMOs that support them. Learn more at agencyview.net.

Media contact

AgencyView
30 N Gould St, Sheridan, WY 82801
media@agencyview.net
https://agencyview.net/press