Health Sherpa 2016 Open Enrollment

Disagree. I love the sherpa emails. Email them multiple times about payment I don't mind at all. Healthcare . gov does. They also robo dial and postal mail. Go for it. I love the sherpa drip emails. Great job!

Well that's ok for you, but we should have the option of turning them off.
 
They'd be perfect IF they'd softly say:
If you haven't made your January payment yet, you have the option of calling your new insurance company at: ...............................................

And, a reminder to pay BEFORE Jan 1st; so that new policy will be active ON Jan 1st.

But, I don't want constant drip-mail, Tx.
People are NOT reading the constant emails from the govt.
They are marking them as spam or ignoring them alltogether.

You don't want your clients to start IGNORING legitimate emails from YOU, do you?
That's a perfect way to do that.
 
There is no way to softly tell poor people to pay their bills.

I dont have poor clients!!! Thats not everyones market. 5 minutes after I've managed expectations they get a PAY YOUR BILL email. FROM ME. I look like an ***. Either turn them off, give us an option or wait 72 hours (when the client is actually in the system and they can actually make a payment). Now I'm telling people my WBE has a glitch and the emails are going out early.

And get over the bank draft thing. People still do it. I write 4 checks a month :)
 
I dont have poor clients!!! Thats not everyones market. 5 minutes after I've managed expectations they get a PAY YOUR BILL email. FROM ME. I look like an ***. Either turn them off, give us an option or wait 72 hours (when the client is actually in the system and they can actually make a payment). Now I'm telling people my WBE has a glitch and the emails are going out early.

And get over the bank draft thing. People still do it. I write 4 checks a month :)

Poor or "lower income" is defined as under 400% of FPL by the government.
 
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Poor or "lower income" is defined as under 400% of FPL by the government. If you do not have "poor" clients then you are likely cherry picking, but whatever regardless these would then be "off marketplace" so why are you running them through the MP in the first place? There is not glitch. Pay your bill. You should have them pay at the point of sale. Go in through Access and PAY THE BILL.

Many of us work very hard to set expectations only to have these conflicting communications go out. We should be able to turn them off--creates more confusion and ore work for the agent. Personally I resent the intrusion.

If you love these TX--great for you. We don't agree. Respect other people's point of view.
 
Many of us work very hard to set expectations only to have these conflicting communications go out. We should be able to turn them off--creates more confusion and ore work for the agent. Personally I resent the intrusion.

If you love these TX--great for you. We don't agree. Respect other people's point of view.

The conflicting information is from the government and the carriers.
 
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The conflicting information is from the government and the carriers. They are robo dialing ALL of your renewal clients in addition to postal mailing and emailing them to re apply AT HEALTHCARE.GOV (you will be broker stripped) to avoid a tax fine. The real issue is NOT Sherpa emailing friendly reminders. This is HELPING us activate policies and is much appreciated. The issue is the government and the carriers stripping your BOR at renewal by encouraging direct enrollment. I think if the line was simply added... "Please disregard if you have already paid your premium..." Wouldn't that be sufficient?

Do you work for them?? Why such a defender of a process that more than one person here doesn't want? I Puzzling . . . Why are you such a fan of others talking to your clients when you've already worked to help them?
 
The conflicting information is from the government and the carriers.

They are robo dialing ALL of your renewal clients in addition to postal mailing and emailing them to re apply AT HEALTHCARE.GOV (you will be broker stripped) to avoid a tax fine.

Perfect. You just made my point. Healthcare.gov emails people with "PAY YOUR BILL!!" "AVOID FINES!!" "ENROLL NOW!!" types of emails. Carriers email people like this. Call centers email people like this and love to continue to do so.

I do not. Most agents on this board do not.

We guide our clients with specific instructions about the next step, depending on the carrier that they chose and the best way to proceed with that carrier. We do not want a WBE (which we selected to simply process apps and no more) to take over our role as agent, and write emails IN OUR NAMES.

So, if Sherpa has both types (call centers and regular agents), the answer is simple. To meet all needs, give each agent the choice of emails turned ON or OFF. Simple. Then you meet all agents' needs.

Better yet would be to give us custom wording options for each type of email, AND the choice of ON or OFF. But if you can't code that soon, at least give us the option of turning those emails OFF!

Look, a client gets an email FROM ME!!!! saying, "pay your bill", and create an account on Health Sherpa to do so. But I already told the client that his carrier cannot accept payment until the Member ID number is issued (like BCBSAZ, for instance!). So, they think this email is from me, and create an account at Health Sherpa (What? Why is Health Sherpa doing this?). Or else they go into healthcare.gov to pay the bill (What? Why would I instruct someone to go into healthcare.gov without me?). They do this because they think I just told them to. But they get there, and find the link to pay their premium goes to a Blue Cross page that tells them they can't pay it until the Member ID number is issued, then they should call a specific phone number. Hey! That's what I told them on the phone the day they finished the application! So, they call me and wonder why I'm sending conflicting information. And I have to tell them that a software system is spamming them IN MY NAME, with incorrect processes. This freaks them out. This freaks me out. Isn't it fraudulent to give agent-level advice to clients IN THE NAME OF THE AGENT when the agent didn't write it, didn't authorize it, and didn't know that it was being emailed?

PLEASE STOP THE EMAILS! And if you wish to satisfy call center type agents who love drip emails and want more of them, then PLEASE PUT AN ON/OFF SWITCH option on the spam emails.
 
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