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How to activate and configure ACA Consent to Contact and Attestation forms in AMS+ settings

This article explains how to activate and configure ACA Consent and Attestation forms in AMS+ for compliant outreach and lead engagement.

For more on ACA forms, including training and related resources, see this feature overview.

Requirements

  • You must be logged into AMS+ as an Agency User.
  • You must be assigned to a Security Group with the Manage User and Sales Enablement Visible permissions.
Go to My Agency Settings.

Screenshot showing how to navigate to Settings

Find and open the Optional Features setting.

Screenshot showing how to navigate to the ACA Consent Form settings

Locate the ACA Consent Forms section and check Enable Electronic ACA Consent Forms checkbox.

This checkbox must be checked if you want to use ACA Consent Forms and/or ACA Attestation Forms.
Screenshot showing the ACA Consent Form settings

Choose Submit Settings to save.

Now that you've activated and enabled the ability for agents to send ACA forms to leads and clients, you can review and customize the default settings to fit your agency's needs. Learn more.

How to configure ACA form settings

Once ACA forms are activated, review and configure the following settings under My Agency Settings > Optional Features > Electronic ACA Consent Forms:

Note: Remember to choose ‘Submit Settings’ after making any changes to save and apply them. If you leave the page without saving, your updates will be lost.

Signature method

Choose between the following signature methods:

  • "Typed In" (default)
  • "Signature Pad"

Select the option that best fits your business processes.

Screenshot showing the signature method in ACA Consent and Attestation Form settings

Email templates

Customize the default English and Spanish templates used when sending ACA form requests. These templates can reflect your agency's branding and messaging.

Screenshot showing where to assign email templates for ACA Consent and Attestation Forms

Success URLs

After a client completes an ACA form, you can redirect them to a landing page:

  • Use the default confirmation page, or
  • Check the Custom URL box and enter a custom link to your agency's site.

Learn how to create a landing page for this purpose if needed.

Screenshot showing where to add success URLs for landing pages that display when an ACA Consent or Attestation Form is completed

Form contacts

By default, ACA forms display agent name and contact info. You can change this setting to show:

  • Only the agency’s information, or
  • Both the agent's and agency’s info

Screenshot highlighting the form contacts for the ACA Consent and Attestation Forms

If you choose to display agency-only or combined contact details, you can decide whether to allow user-level edits:

  • If edits are allowed, users can customize their agency information in My Account > SOA/ACA Consent. Learn more.
  • The user’s custom agency details will appear on the forms they send.

Screenshot highlighting the setting that controls whether users can edit their agency contact details or not

If you display agency information, you must provide the following:

  • Agency name
  • NPN
  • Phone number
  • Email address

Screenshot showing where to enter agency contact info for ACA Consent and Attestation Forms

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