HealthSherpa is a powerful platform designed to enroll clients in Medicare plans faster, more efficiently, and more straightforwardly. Agility consistently receives feedback from agents about their ability to access and use the platforms.
We want to help agents by walking through how to access and use the HealthSherpa Medicare platform, using information directly from HealthSherpa.
HealthSherpa Medicare Platform
Create and Register an Account
HealthSherpa guides agents through account creation and registration in four easy steps. This web page also includes a “Frequently Asked Questions” section for agents to use if they have any questions or issues.
Add Your Medicare Contracts
Once you’re registered on the platform, add your contracted carriers. HealthSherpa guides you through entering your Medicare contracts step by step on this web page, with screenshots showing exactly what to do. A “Frequently Asked Questions” section on this web page addresses agents’ questions about entering their Medicare contracts.
Add Other Plans and Carriers
With your current Medicare contracts entered on your account, many agents want to know what other plans and carriers the platform supports. HealthSherpa lists:
- The Medicare plan types it supports
- The number of carriers you can quote
- The carriers and their plan types that you can enroll in on the platform.
The bottom of the page explains what to do if you don’t see the carrier or plan you want to access on the platform, and provides the support line phone number and email address to contact with any questions.
Plan Shopping for Clients
Now that your account has the plans and carriers you need, it’s time to plan shop for clients. HealthSherpa provides an excellent step-by-step process with screenshots on accessing the plan shopping feature on the platform, covering the following items:
- Shopping overview
- Supported plans and carriers
- Initiating shopping sessions
- Shopping session settings
- Shopping filters
- Drugs, pharmacies, and providers
- Enter your client’s details
- Plan cards
- Plan details
- Enrollment
A brief “Frequently Asked Questions” is also included at the bottom of this page for agents to view.
Writing Number Guide
Once you start planning and shopping for your clients, you will need to consider your agent writing numbers and each carrier’s enrollment requirements. HealthSherpa provides a list of 19 carriers and the type of writing number agents will need to enroll people in their plans.
The Agent Support contact phone number and email address are at the bottom of this web page. Agents can use them for any questions about writing numbers and carrier requirements.
Ready to Sell (RTS) Setup, Especially for HCSC
You’re ready to sell when you confirm your writing number for a carrier! HealthSherpa needs to verify your RTS status with each carrier on its platform, and this is done automatically via carriers’ RTS Integrations.
HCSC (BCBSIL, BCBSMT, BCBSNM, BCBSOK, BCBSTX) doesn’t have this capability, so the RTS process must be done manually. Fortunately, HealthSherpa walks agents through step-by-step instructions on how to manually verify their RTS status with HCSC using screenshots that involve the following steps:
- Add HCSC brands to your Carrier Settings
- Gather proof of RTS
- Gather your Producer ID(s)
- Email HealthSherpa your RTS information
- Review and approval
- Reporting changes
The information on this webpage is detailed and easy to understand. Contact information is provided throughout if you have any questions about specific aspects of this process.
The HealthSherpa Medicare Help Center
Finally, HealthSherpa provides agents with a web page summarizing its available resources on various Medicare platform topics, called The HealthSherpa Medicare Help Center. This page provides access to all available resources to improve agents’ access to and use of the Medicare platform.
HealthSherpa is a great Agility partner. Visit our events page now to register for the latest HealthSherpa training you can access.
Agility’s Medicare expert, Scott Meeks, is actively involved in these training events and can discuss any specific concerns you may have regarding the HealthSherpa Medicare platform or other Medicare-related matters. To speak with Scott, contact our dedicated Producer Support at (866) 590-9771 or support@enrollinsurance.com, or get answers to any insurance questions, and be added to our weekly email tips and updates list.
Visit our Medicare Contracting website to see what Scott can train you on, and ask him to add you to our weekly free email list for more tips and other vital information.
