The HealthSherpa Client Renewal Process
How to Renew Your Clients Through HealthSherpa You can start your renewal process on your dashboard by going into your “Clients” tab, searching for your client, and clicking the “Renew” […]
HealthSherpa: Multiple Enrollment Groups (Split Policies)
Enroll in different plans on the same application With Multiple Enrollment Groups, it’s easy to place applicants in different plans on the same application. When it may be useful to […]
5 top ways to use the HealthSherpa Agent Export Report
If you use HealthSherpa for your ACA enrollments, you’re familiar with the client table. In addition to this top level information, agents are able to click into each client’s details […]
2021 Covid SEP Overview: Enroll without a life change, Feb 15 through May 15 for *most* states.
The short version: Most states are launching a “Covid SEP” where your clients will not need a Qualifying Life Event to enroll. This starts February 15th and ends May 15th. […]
Enrollinsurance.com Partners with HealthSherpa: Largest ACA Agent Enrollment Platform
Agility Insurance Services is pleased to announce their partnership with HealthSherpa: An innovative healthcare technology and the country’s largest ACA agent enrollment platform. HealthSherpa is a CMS-approved entity for Enhanced […]