Health Sherpa
- Thread starter ljubecak
- Start date
- 8,448
FLM2, you may find some additional info of interest in this Health Sherpa thread which is in the "Individual Health Insurance" section of the forum.
REF: http://www.insurance-forums.net/for...ew-portal-agents-working-exchange-t66461.html
ac
For those who used Healthsherpa before this, you will need to call in and give them your NPN again. For some reason it was not transferred over on the app we tested. Eventually ran lady through HC.gov. Client's policy did show up at carrier, but did not have the NPN. The carrier said there was a number in it, but it was not an NPN nor was it healthsherpa's license.
We will run another now that the NPN is correctly listed. So far it looks good. Just make sure your NPN is showing up on the dashboard in the top right corner before you submit an app. Sherpa did refund the $25 because the NPN was not transferred over from our earlier account.
We will run another now that the NPN is correctly listed. So far it looks good. Just make sure your NPN is showing up on the dashboard in the top right corner before you submit an app. Sherpa did refund the $25 because the NPN was not transferred over from our earlier account.
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Guest
May I ask why would you use this and not through the exchange? Does it work easier? I have not sold exchange so this is why i'm asking.
If you use the exchange, expect about a 30-45 minute process as of now. The layout is basically 1-3 questions per page, so there is a lot of "click and wait" on the exchange.
Sherpa's service basically takes all the questions you will receive on the exchange and asks them on a couple pages, thus eliminating the "click and wait." They then tie in directly with HC.gov and auto-populate those answers in to the appropriate questions. It also eliminates the account setup process which is about 10 minutes and can be difficult if a client is now computer savvy. Overall the process is reduced to about 5-10 minutes.
It's the way the exchange should have been designed in the first place and may morph to this format in the future.
Sherpa's service basically takes all the questions you will receive on the exchange and asks them on a couple pages, thus eliminating the "click and wait." They then tie in directly with HC.gov and auto-populate those answers in to the appropriate questions. It also eliminates the account setup process which is about 10 minutes and can be difficult if a client is now computer savvy. Overall the process is reduced to about 5-10 minutes.
It's the way the exchange should have been designed in the first place and may morph to this format in the future.
- 8,448
Russell, how do people report life changes to the Exchange if there is no account set up? The 5-10 minute enrollment would be a God-send this coming open enrollment if all else is on the up-and-up.
ac
- 728
If they have their number from the subsidy sheet wouldn't they be able to call it in?
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G
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Guest
Sorry to keep asking questions but i cannot get hold of anyone at Sherpa. If a customer needs to send in more documents are we as the agent made aware of this? Can we assist in that process?
You can get the address and info needed from the eligibility notice.
You could also use the app id on eligibility notice to open a hc.gov account and bring over the app via "find your application" (or something like that). Once you have imported that app, you can upload docs and make life changes. Life changes could also be handled over the phone with 3 way call.
You could also use the app id on eligibility notice to open a hc.gov account and bring over the app via "find your application" (or something like that). Once you have imported that app, you can upload docs and make life changes. Life changes could also be handled over the phone with 3 way call.
- 1,305
I'd say half of my clients had challenges creating the account, let alone doing this "Stand on one foot, rub your head and pat your belly" scenario of creating an account after the fact. No disrespect meant.
Question for those here, Has anyone reported a life change or assisted with doing so via the HC.gov site? It was my understanding that a LC event had to be phoned in.
Another question specific to HS, how does this site play into the HHS/CMS requirements of the agent?
"Marketplace Pathway
• In the Marketplace pathway, agents and brokers can help qualified individuals enroll in health insurance coverage. In this pathway, the consumer logs directly into the HealthCare.gov site, using his or her own Marketplace user account. The agent or broker may assist the consumer in creating his or her account if needed, but the consumer or a legally authorized representative must create his or her own Marketplace username and password and should not share this information with third parties, including agents and brokers. Agents and brokers may NOT log in as the consumer, using the consumer's username and password, when assisting consumers in the Marketplace pathway. After the consumer logs in, the agent or broker then works with the consumer to complete the eligibility application. The consumer is prompted to enter the agent or broker's Federally-facilitated Marketplace user ID and National Producer Number (NPN) on the application to indicate that the agent or broker assisted the consumer."
CMS training outlines 4 ways to enroll, Phone, Paper app, Direct Enrollment Pathway and Marketplace pathway. What would using Health Sherpa be considered?
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