You can enroll clients in Medicare plans directly through our platform. Enrollment forms are pre-filled with details from the Contact Profile, submitted straight to the carrier with your agent info, and automatically logged in your CRM.

When you submit an enrollment:

For carriers without integrated enrollment, you’ll use their portal instead – but we’ve made that process easier: Learn about External Enrollments

You can quote with nearly every carrier on HealthSherpa, and enroll with 50+ carriers. We add new enrollable carriers every month – see the full list.
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⬇️ The rest of this guide applies only to those 50+ enrollable carriers – aside from Wellcare which has its own enrollment flow.

Our enrollment forms are hosted and built by our technology partner, Connecture. Carriers are very familiar with receiving enrollments through Connecture’s system, and we’ve successfully processed tens of thousands of enrollment this way, without issue.

Click here to see an example of a full enrollment application.

Because each enrollment form is controlled by each individual carrier, it's advised to direct questions about the forms themselves to the carriers directly, via their broker support email or phone channels (find those here). If you contact a carrier with questions, let them know you're using their Connecture form.

When you press enroll, you'll see the option to select the eSignature or Voice signature version of the enrollment forms.

If you're recording the call, you can use Voice signature, and you'll be able to submit the enrollment yourself.

If you're not, use e-Signature, which allows you to fill out the form, then send the client a link, via email and/or text message, to sign and submit it.

👉 See a very detailed breakdown how this works in our Signature options article.

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Specific codes are sometimes utilized on enrollment forms to indicate Special Enrollment Periods. Our enrollment flow doesn't use these codes – instead, it shows the full description of the SEP. If you're used to seeing those codes, here's a breakdown of how they map.

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If you start an enrollment, and need to get back to it later to finish, you'll need to go through these steps:

Once the enrollment has been submitted, whether via eSignature or Voice Signature, three things happen:

You and the client will each receive a confirmation email. These emails will be sent from Do.Not.Reply@drx.com.

Agent's confirmation email

Client's confirmation email

This includes the confirmation number, and the name of the carrier.

When you submit, the enrollment file is sent to the carrier, with all application data you entered, plus:

The enrollment will appear in your carrier broker portal in 3–7 business days. To check on it before then, call the carrier's broker support line – they can often see the enrollment before it appears in the broker portal.

When you start an enrollment, an enrollment record appears on the Contact's profile, with partial information filled. When you submit the enrollment, the rest of the data is filled – submit date, confirmation number, SEP type, PDF copy of the application, etc. Learn more

Our system doesn’t allow you to re-submit the same plan (in the same plan year) for the same Contact.

If you need to, you have two options:

Carriers who have enabled enrollment on our site have done so by setting up a Ready-to-sell (RTS) data feed to us. So you'll only be able to enroll in the specific carriers, products, states, and plan years that you're RTS for. Learn more