HealthSherpa first to have EDE - No more redirect for most apps + free for agents

Dec 7, 2018 at 12:26 PM

  1. Zach_Ortiz
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    Zach_Ortiz New Member

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    Brokers - We are excited to announce that we just launched Enhanced Direct Enrollment! At this time, HealthSHerpa is the only approved Enhanced Direct Enrollment partner at this time.


    What is it?

    Enhanced Direct Enrollment technology allows us to provide new features that will significantly improve your ability to scale your Marketplace business and effectuate more policies. You can now market, quote, enroll and handle all post enrollment follow ups directly from HealthSherpa.


    The price

    It’s completely free for ACA agents!


    The features

    Marketing, quoting, plan shopping & enrollment tools


    PLUS, this OEP we can do all of the following entirely on HealthSherpa!


    • Prefilled renewals

    • Automated client to do list

    • Make payments

    • Upload documents

    • Track status of applications

    To sign up for your free HealthSherpa platform click here or call us at (888) 684-1373

    Already have an account? Login here


    Not writing for the ACA anymore? We can handle your Marketplace enrollments and pay you for each application submitted. Because we only focus on ACA, you can still work with these clients for any other products you are selling. Learn more about our ACA referral program here.



    Take a look at EDE:


    Pre-filled renewals

    There will be no redirect to HC.gov for ~90% of applications


    [​IMG]

    Effectuation checklist

    Automatically updates as you complete each item


    [​IMG]


    Upload documents

    Completely on HealthSherpa + get status

    [​IMG]


    Make binder payments

    Clients can do this from their dashboard too!


    [​IMG]
     
    Zach_Ortiz, Dec 7, 2018 at 12:26 PM
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  2. myinsurebiz
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    myinsurebiz Guru

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    Awesome . . . I was a little late this OEP. 2019 OEP will be easier with HS.

    Great Job!
     
  3. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    Yea.....just had a client went to sherpa......ran rates....hit enroll ....was redirected to hc.gov.....and to top it off he had to put in my name and NPN number...
     
    STIBROKER, Dec 9, 2018 at 2:05 PM
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  4. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    AND ANOTHER THING......why do you send a email to my clients with a pay here dashboard link to a account they have not set up when they applied...... no where Health Sherpa ask's to set up a password...
     
    STIBROKER, Dec 9, 2018 at 6:33 PM
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  5. Yagents
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    Yagents Guru

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    I second that. Stop sending payment now emails. Let us control message. Plus, they dont understand who sherpa is, and I'm tired of explaining it.

    Either be an agent tool, or not. But stop sending emails to clients. Confusion reigns
     
    Yagents, Dec 9, 2018 at 6:39 PM
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  6. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    I kinda don't mind that...although it clogs up my email and have to keep deleting...just give them a direct pay link instead of running through Sherpa....
     
    STIBROKER, Dec 9, 2018 at 6:54 PM
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  7. Yagents
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    Yagents Guru

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    Fine, a direct carrier pay link, a few days later, after the carrier receives 834 file
     
    Yagents, Dec 9, 2018 at 6:58 PM
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  8. AllenChicago
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    AllenChicago Guru

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    We can now turn that e-mail off. Login to dashboard, click on the little cog-wheel in the upper right corner, choose "settings", you'll see a slider button for turning off the "payment reminder e-mails".
     
  9. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    well there ya go....now just fix the payment link.......

    upload_2018-12-9_20-2-38.png
     
    STIBROKER, Dec 9, 2018 at 9:02 PM
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  10. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    ok.....WTF......this is the last thing I need today........can not get into my dashboard

    You do not have access to that page. If this is a mistake, please email [email protected]
     
    STIBROKER, Dec 11, 2018 at 1:14 PM
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