HealthSherpa is a powerful platform designed to enroll clients in Medicare plans faster, more efficiently, and more straightforwardly. Agility constantly receives feedback from agents about being able to access and use the platforms.
So, 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 walks agents through creating their accounts and registering in four easy steps. This web page also has a “Frequently Asked Questions” section for agents to access if they have any problems or questions.
Add Your Medicare Contracts
Once registered on the platform, you’ll want to add your contracted carriers. HealthSherpa walks you through entering your Medicare contracts step-by-step on this web page, with screenshots showing you exactly what to do. A “Frequently Asked Questions” section on this web page answers questions agents may have 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 you can enroll into on the platform.
The bottom of the page tells you what to do if you don’t see a carrier or plan you want to access on the platform and mentions the support line phone number and email address you can 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 plan shopping for your clients, you will need to consider writing numbers and what different carriers require from you to enroll people in their plans. 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 with the carriers through their 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 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 web page is very detailed and easy to understand. Contact information is listed along the way 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 all of its available resources on various Medicare platform subjects called The HealthSherpa Medicare Help Center. This page provides access to all of the available resources to improve agents’ access 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, Carolina Alcorta, is very involved in these training events and can discuss any specific concerns you need to address with the HealthSherpa Medicare platform or anything else related to Medicare. To speak with Carolina directly, contact Carolina at (305) 744-2588 or email [email protected].
Visit our Medicare Contracting website to see what Carolina can train you on, and ask her to add you to our weekly free email list for more tips and other vital information.
