Agility is excited about these updates that make life easier for our agents and agencies.
HealthSherpa is rolling out a crucial update that improves the way application records sync after completing a key step in the ACA enrollment process.
What’s New?
HealthSherpa’s updated its internal logic to streamline application syncing.
Now, application records should sync successfully after either:
1. An agent completes a 3-way call with the Marketplace, or
2. A client successfully completes the Consumer Resume Link.
This eliminates many syncing issues agents experienced, facilitating a smoother enrollment process for your clients.
Why This Matters
These updates mean:
• Less manual follow-up – spend less time troubleshooting application statuses.
• Improved client experience – faster updates help clients see results quickly.
• More confidence in the system – records will sync reliably, letting you focus on what you do best: selling and servicing policies.
What to Do Next
1. Spread the Word – let other agents or agencies you and work with know about these updates.
2. Share the Blog – HealthSherpa’s updated guide on the Consumer Resume Link process is a helpful resource to share with your teams:
3. Monitor Syncing Issues – if you notice any remaining syncing problems, notify HealthSherpa right away so they can address the issue.
How to Use the Consumer Resume Link
HealthSherpa’s Consumer Resume Link allows your clients to take charge of their application process.
When you send them the link:
• They can log in securely and complete their application.
• Their completed application will now sync correctly with HealthSherpa’s system.
Make sure your clients are comfortable with this step or be prepared to guide them through the process.
If you have any questions or need any help on any of this information, please reach out to Agility now at 1-(866) 590-9771 or email [email protected] to assist you in addressing the issue of concern for your business.
