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HealthSherpa Platform OEP 2019
We are the largest private agent / broker enrollment platform in the US
1.2 million lives
4,000agencies
For more information, contact Casey Harmon at [email protected]
24,000brokers
6 billiongross annual premiums
Quoting, enrollment, marketing
Completely FREE for ACA agents
Post enrollment tools and enhanced EDE reporting
For more information, email us at [email protected] or call us at (844) 242-1036
With HealthSherpa’s Enhanced Direct Enrollment (EDE) technology you have complete control over the enrollment experience
Quick & easy quoting + eligibility determination
Key Features
● Premium Sliders
● Share plans with your clients
● Network and metal tier filters
● Provider search
Plan shopping
For more information, contact Casey Harmon at [email protected] more information, contact [NAME] at [EMAIL]@healthsherpa.com
Key Features
● Quickly add dependents
● Adjust income
● Eligibility determination
For more information, contact Casey Harmon at [email protected] more information, email us at [email protected] or call us at (844) 242-1036
Key Features
● Applications hosted on HealthSherpa without redirect to healthcare.gov
● Keep enrolling when HC.gov goes down
● 5x conversion for self enrolling clients using Single Site
HealthSherpa Single Site enrollment
Pre-filled renewal applications
For more information, contact Casey Harmon at [email protected] more information, contact [NAME] at [EMAIL]@healthsherpa.com
Key Features
● Find previous Marketplace applications
● Renewals in under 5 minutes
● Renewal applications are prefilled with previous year’s information
For more information, contact Casey Harmon at [email protected] more information, email us at [email protected] or call us at (844) 242-1036
Key Features
● We Identify follow ups for each application
● Complete them directly from your HealthSherpa Dashboard
● Automatically updates as you complete the follow ups
Know where every app stands with our automated to-do lists
Key Features
● identify follow ups for your entire book
● Email them all at once
● Or let our automated drip campaigns remind your clients to complete their follow ups
Use our enhanced email tools for quick efficient follow-ups
For more information, contact Casey Harmon at [email protected] more information, contact [NAME] at [EMAIL]@healthsherpa.com
For more information, contact Casey Harmon at [email protected] more information, email us at [email protected] or call us at (844) 242-1036
Key Features
● We identify what documents are needed
● Upload documents directly from HealthSherpa
● We will let you know when they have been approved
Upload documents directly from HealthSherpa
Key Features
● Our message center keeps you up to date on follow up items
● Track updates and changes to applications in real-time
Never miss another notice with our message center
For more information, contact Casey Harmon at [email protected] more information, contact [NAME] at [EMAIL]@healthsherpa.com
For more information, contact Casey Harmon at [email protected] more information, email us at [email protected] or call us at (844) 242-1036
Key Features
● Branded to you
● Generate leads
● When clients enroll themselves online you become agent of record
● Customize your landing page and images
Get a branded website for online enrollment
Key Features
● Save progress
● Compare plans
● Share them with clients
Compare, share and collaborate with clients
For more information, contact Casey Harmon at [email protected] more information, contact [NAME] at [EMAIL]@healthsherpa.com
For more information, contact Casey Harmon at [email protected] more information, email us at [email protected] or call us at (844) 242-1036
How it works:
● Turn the referral feature on
● Enroll a client with a non-appointed carrier
● HealthSherpa becomes Agent of Record
● HealthSherpa pays you
Client Referral Program
For more information, contact Casey Harmon at [email protected] more information, contact [NAME] at [EMAIL]@healthsherpa.com
Get paid for carriers you are not appointed with
For more information, contact Casey Harmon at [email protected] more information, email us at [email protected] or call us at (844) 242-1036
