There is a wait, maybe a few hours, but the letter does show in your dashboard eventually by clicking on the client detail section
Health Sherpa
- Thread starter ljubecak
- Start date
There is a wait, maybe a few hours, but the letter does show in your dashboard eventually by clicking on the client detail section
- Staff
- #242
question.....when some one apply's when and how is the prem. paid......is there an option to set up a bank draft or is it all done by monthly billing......
I don't think payment option is available on sherpa. Maybe after the fact.
- Staff
- #244
- 948
One other question I did have was whether or not they show all "off exchange" options if someone doesn't qualify for subsidy? or, is the system simply showing all "on-exchange" options. Thanks in advance for any insight.
For someone like me, 95% of my biz is OFF. So for the 5% that's on ex, sherpa is a lifesaver. I don't do hc.gov enough to be quick at it.
Monti_Ray
Expert
- 91
@kgmom219 as a lead seller, we help agents who are not as knowledgeable as you guys. Please, educate me what is wrong with the following process (what am I missing?) if someone is selling just United or Assurant and 5-10 apps a day,
1. Agent receives a lead
2. Go to ehealth or healthcare.gov to see which company will be good for the client (pretty soon, with experience, they may bypass the step)
3. If United, for both off or on Exchange, use : https://www.uhone.com/broker/main/default.aspx
4. If Assurant, for both off or on Exchange, use: Assurant Health Insurance Agents | Assurant Health Agents
5. Carriers may even get 1st month payment.
In case customer themselves does step 3 and 4 (via Agent's dedicated links) customer sees websites of a well-known brands where PII is less likely to be compromised. It is all free for an agent - no per app fee or subscription.
Monti
Exclusive Health Leads
1. Agent receives a lead
2. Go to ehealth or healthcare.gov to see which company will be good for the client (pretty soon, with experience, they may bypass the step)
3. If United, for both off or on Exchange, use : https://www.uhone.com/broker/main/default.aspx
4. If Assurant, for both off or on Exchange, use: Assurant Health Insurance Agents | Assurant Health Agents
5. Carriers may even get 1st month payment.
In case customer themselves does step 3 and 4 (via Agent's dedicated links) customer sees websites of a well-known brands where PII is less likely to be compromised. It is all free for an agent - no per app fee or subscription.
Monti
Exclusive Health Leads
Last edited:
I wrote 5 different carriers this weekend.
I write off exchange direct.
I write on exchange with the sherp.
If I never see hc.gov again, that's fine with me.
Time is money.
I have to "touch" every client in 30 days. Any new clients are via referrals. And they may just get my sherpa link if I'm out of time. Persistency is key. Ask me again after 12/16, it may be a different answer. But for the next 30 days this is my plan.
I write off exchange direct.
I write on exchange with the sherp.
If I never see hc.gov again, that's fine with me.
Time is money.
I have to "touch" every client in 30 days. Any new clients are via referrals. And they may just get my sherpa link if I'm out of time. Persistency is key. Ask me again after 12/16, it may be a different answer. But for the next 30 days this is my plan.
- 3,863
Problem is in volume this is impossible. CMS says over 80% get a subsidy.
I see about 90% online... with a 10% margin for error. Lol.
It's showtime!
- 728
Going the carrier direct route is very helpful for those that didn't update their password like the 6 emails 1 post card and 1 phone call requested.
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