CrankWheel Adds CMS Forms for Health Insurance Agents

CrankWheel, the instant screen-sharing platform built for sales teams, has expanded its e-signature toolkit with the addition of two new Centers for Medicare & Medicaid Services (CMS) Marketplace forms ahead of the Medicare Annual Enrollment Period (AEP), which begins October 15, 2026. The new forms, the CMS Model Consent Form and the CMS Model Eligibility Application Review Form, are each available in English and Spanish, giving health insurance agents four new form variants they can send to clients for electronic signature and complete during a live CrankWheel screen-sharing call without leaving the session.

These forms are built on the official federal template, CMS-10840, Appendix A (OMB control number 0938-1438, revised 07/2025). They join CrankWheel's existing insurance lineup, which includes the 2025 Affordable Care Act (ACA) Consent Form, the 2025 ACA Attestation Form, and the Medicare Scope of Appointment (SOA) form. This brings CrankWheel's total to seven e-signable form variants, spanning ACA, CMS Marketplace, and Medicare requirements. Agents can complete these forms during an active screen-sharing session without requiring customers to download an app or handle printed paperwork.

The release builds on a broader shift toward stronger enrollment documentation and consumer protections. Between June and July 2024, CMS suspended roughly 200 agent and broker Marketplace Agreements over unauthorized enrollments and plan-switching, prompting new requirements for documented consumer consent and confirmed eligibility review before submission. CMS accepts electronic signatures and text-based documentation to satisfy these requirements, a format CrankWheel was purpose-built to deliver.

The timing also lines up with CMS's Contract Year 2027 Final Rule, which takes effect June 1, 2026, with new marketing and communication provisions taking effect October 1, shortly before AEP begins on October 15. The rule removes the 48-hour mandatory wait after a Scope of Appointment before a plan-specific discussion can occur, among other changes affecting how agents engage with consumers during the enrollment process.

Insurance agents are under pressure to move quickly while also documenting every step of the enrollment process correctly, said Jói Sigurdsson, CEO and Founder of CrankWheel.

CrankWheel now supports seven e-signable form variants, including the 2025 ACA Consent Form, the 2025 ACA Attestation Form, and the Medicare Scope of Appointment form. The company is trusted by more than 50,000 users and rated 4.9 out of 5 on G2, GetApp, and Capterra, making it a widely used platform across the insurance industry to guide clients through plan comparisons, forms, and enrollment in real time.