Have a lead from a state you’re not licensed in or who wants a carrier you’re not appointed with?
Direct these leads to our phone team—we enroll them, and when they effectuate, you get paid.
Referral payments
We pay $200 for Supp, $100 for Advantage, $25 for Part D/Dental/Vision
We sell top carriers in 50 states; see the list.
Our agents only exists to service referrals from this platform. We won’t sell them any other product, and you can take them back anytime.
We treat your leads right—after 10,000 enrollments, we’ve only had 1 complaint.
Get started referring
NOTE: We’re working on getting custom phone numbers and referrals tracking embedded into the Medicare platform. For now, you’ll need to log in to (or sign up for) your HealthSherpa ACA account to do this. (You don’t have to write ACA to get an account.)
Here’s how:
First, log in to your HealthSherpa ACA account, or sign up for an ACA account.
Click the “Bonuses” link in the left navigation, then the “Medicare Referrals” link up top.Click on the “View and agree to terms” blue button. Agree to the contract.
You’ll then see your custom phone number generated.
For any leads you’d like to refer, have them call your custom phone number.
We’ll take it from there, guiding them through the enrollment, and handling follow-ups.
For any enrollments that effectuate, you get paid the bonus!
Types of plans that can be referred
HealthSherpa’s Medicare team can help consumers:
Change or update coverage for someone enrolled in Medicare
Switch from Original Medicare to Medicare Advantage, or vice versa
Join, drop, or change a Medicare prescription drug plan (Part D)
Update to a new plan with the current carrier or switch to a new carrier
Suppressed Plans
If a plan is suppressed and you are unable to enroll a client in it, we are unfortunately unable to do so as well. We do not have special access to these plans. If a client seeking a suppressed plan comes to us, we will refer them back to their existing agent.
Non-Commissioned Plans
We can only compensate agents for referrals that result in an enrollment for which we receive a commission. At this time, we are not processing enrollments for non-commissioned plans, and therefore, no referral fee would be paid for these enrollments.
When to Send Us a Referral
We welcome referrals in the following situations:
Carrier or plan access: You have a client who needs a carrier or plan you are not contracted with, provided the plan is neither suppressed nor non-commissioned.
Out-of-state moves: You have a client moving to a state where you are not licensed and would like our help finding a plan that meets their needs in their new area.
We value our partnerships with agents and want to ensure our referral program supports both you and your clients. Thank you for helping us maintain a clear and consistent process so we can continue working together to serve Medicare beneficiaries effectively.
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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