To enroll clients in Medicare plans, you’ll need to be appointed and Ready-to-Sell (RTS) with each carrier.

RTS status is granted when you:

We know managing RTS can be tricky — so we’ve built automated RTS checks right into the HealthSherpa for Medicare platform to make it simple.

➡️ Start by adding your contracted carriers

Carriers who have enabled integrated enrollment have done so by integrating their RTS statuses with our platform.

Once you have added your contracted carriers, we use your NPN and writing number to automatically identify your RTS status for each carrier.

Note: for the carrier HCSC (BCBS IL, MT, NM, OK, and TX), a more manual process is required, learn more here.

Your RTS status is displayed on your Carriers page, under each carrier card. If you're marked RTS, you’ll be able to submit enrollments through HealthSherpa.

Note: for United RTS statuses, it may take up to 24 hours for your statuses to populate.

If you're an agency owner, you can set different NPNs per carrier – allowing you to use your Agency NPN with some carriers, while using your Individual NPN with others.

Currently, this feature is enabled for United Healthcare only. If you think we should add this for other carriers too, email rts@healthsherpa.com.

To set an Agency NPN, go to your Carriers page. When adding or editing United, you can choose to list your NPN or your Agency NPN within the 'NPN' field as shown:

Important: Federal regulations require that the NPN used for enrollment must belong to the agent writing the enrollment. You are responsible for ensuring compliance with NPN usage regulations.

For Aetna, we'll need to get RTS statues from your upline agency directly. Have them email rts@healthsherpa.com to get set up, and enrollment enabled.

Do this from within your Carriers page. Learn how here.

First, you’ll want to ensure your NPN is listed correctly within your Settings page and your writing number is listed correctly for the carrier within your Carriers page. Then, make sure you've entered the correct Writing Number for that carrier. Next, you may wish to reach out to the carrier directly to ensure your licensure, appointment status, and certifications are active and up to date. If you recently completed your certification or licensure, these may still be processing. If you are unable to resolve your issue after following these steps, please reach out to rts@healthsherpa.com.

Your Writing Number is a unique number assigned to you by carriers that grant you appointments. If you are not sure where to find this number, view our Writing Number guide here.

In addition to securing contracts/appointments with carriers, Agents are required to complete a few additional steps to be granted Medicare RTS status with a given carrier.

HealthSherpa for Medicare integrates RTS status checks into the platform to help you manage these. To enable integrated enrollment for a respective carrier, HealthSherpa for Medicare must be able to verify your RTS status with the carrier.

Carriers maintain their own lists of agents with RTS statuses. The HealthSherpa Medicare Marketplace is able to check your RTS status for carriers with integrated enrollment at the time of each submission to ensure you cannot inadvertently submit applications with carriers for whom you do not possess an RTS status. However, it is still your responsibility as a licensed insurance agent to ensure that you are following all applicable state and federal laws and regulations in conducting your insurance business.

​