Help your clients effectuate
You've enrolled your client, now help them cross the finish line so their coverage begins!
After enrolling, you may still need to help your client resolve data matching issues, submit a binder payment for new coverage, or pay their premium if renewing. Pay special attention if your client is renewing from a $0 plan to one where they will be paying a premium. These clients may need additional help completing the first payment.
HealthSherpa gives you the tools and guidance to help clients complete these steps and start coverage without delays.
AGENT TRAINING
Register for live agent training on using HealthSherpa's post-enrollment tools:
Post-enrollment
Resolve Data Matching Issues
Consumers typically need to upload documents to resolve DMIs and maintain eligibility for health coverage.
Manage follow-up documents
Learn how to view your clients' document statuses in your HealthSherpa Clients list and Documents due tab.
Make a payment
Learn about how to help your consumers make payments so their coverage will take effect
RECORDED TRAINING VIDEOS
Post-enrollment: ensure your consumers effectuate
Follow-up documentation
Not on HealthSherpa?
Create a free agent account or request a demo for your agency!
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