HealthSherpa Medicare enrollment

Did anyone get their email today? I’m going to attend their webinar next week. I wonder if it’s free like for ACA or a monthly cost.

I would love to move to a platform that isn’t under an FMO. I’m assuming they’ll have to charge a fee.
Anyone know?
I've been using the HealthSherpa platform for ACA for the past few years and I love what they do. I participated in the agent questionaire for their Medicare platform and I can't wait to see what they are going to release. I've signed up for the Zoom presentation. FMO neutral/independence would be a great achievement.
 
Don't assume free forever. Unless carriers are willing to pay them per enrollment, then expect a fee to be charged per app or per month. They did it before with ACA, I remember $20 per app fees, then $10, then free once carriers paid for it. Now Oscar said no to paying them fees next year, and will have their own enrollment platform.

It's the "give it to them for free, suck them in, then get them on back end when the agent needs to stay with them"

Don't get me wrong. Sherpa is great and worth the money
 
Don't assume free forever. Unless carriers are willing to pay them per enrollment, then expect a fee to be charged per app or per month. They did it before with ACA, I remember $20 per app fees, then $10, then free once carriers paid for it. Now Oscar said no to paying them fees next year, and will have their own enrollment platform.

It's the "give it to them for free, suck them in, then get them on back end when the agent needs to stay with them"

Don't get me wrong. Sherpa is great and worth the money
Then you pivot
 
HealthSherpa is excellent for ACA.

I would think the same level of excellence will come to the Medicare side.

This is good - and I love that it's FMO-neutral.
They have an fmo they own . They’ll be calling your clients. If you look at your Medicare center on front page . It lists all your clients whether you enrolled through Medicare center or client . Just like your upline can see all your clients and their info . Medicare clients are like a piece of meat everyone believes is their steak .
 
They have an fmo they own . They’ll be calling your clients. If you look at your Medicare center on front page . It lists all your clients whether you enrolled through Medicare center or client . Just like your upline can see all your clients and their info . Medicare clients are like a piece of meat everyone believes is their steak .
You may not understand my motivation.

My point is not that FMOs have the info - of course they do.

I'm more thinking - if this works well - then I wouldn't need S&S and could load Rx's into the new system - then not worry about having to re-do it later if I ever change FMOs.

The only reason I pay for S&S is because it's FMO neutral - if I change FMOs I don't lose that data.

I don't use Sunfire for plan comparison, just for enrollment. If this works well, I could use Sherpa for both plan comparison (w/ rx data loaded) and for enrollment - that's a win - one system (not that it's that hard to have two systems, but every efficiency win helps).
 
They have an fmo they own . They’ll be calling your clients. If you look at your Medicare center on front page . It lists all your clients whether you enrolled through Medicare center or client . Just like your upline can see all your clients and their info . Medicare clients are like a piece of meat everyone believes is their steak .
Ya I would use it for quoting only, or enrollment in a non premium plan
 
You may not understand my motivation.

My point is not that FMOs have the info - of course they do.

I'm more thinking - if this works well - then I wouldn't need S&S and could load Rx's into the new system - then not worry about having to re-do it later if I ever change FMOs.

The only reason I pay for S&S is because it's FMO neutral - if I change FMOs I don't lose that data.

I don't use Sunfire for plan comparison, just for enrollment. If this works well, I could use Sherpa for both plan comparison (w/ rx data loaded) and for enrollment - that's a win - one system (not that it's that hard to have two systems, but every efficiency win helps).
I give you credit using s and s that system is painful
 
Back
Top