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.

You can quote with nearly every carrier on HealthSherpa, and enroll with many carriers. We add new enrollable carriers every month – see the full list.

Integrated enrollment lets you complete the full enrollment process directly on HealthSherpa. The form pre-fills with details from the Contact Profile.

When you submit an enrollment:

For carriers without integrated enrollment, you’ll use their portal instead—but we’ve made that process easier too. Learn more about External Enrollments.
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⬇️ The rest of this guide applies only to those carriers with integrated enrollment.

Our enrollment forms are hosted by our technology partner, Connecture. Carriers are used to receiving enrollments through Connecture’s system, and we’ve successfully processed thousands of submissions this way.

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

Because each enrollment form is controlled by each individual carrier, it's best to direct questions about the forms to the carriers themselves, via broker support. 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 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:

Immediately after you (via Voice signature) or your client (via eSignature) submits an enrollment, you both will get an email confirmation that looks like this:

Immediately after you submit an enrollment, an Enrollment detail card will appear on the Contact Profile. Learn more here
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Our system only has the "Submitted" status for an enrollment. We don't get back whether it was pended, approved, or cancelled.
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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:

When we submit your enrollment to the carrier, it includes all of the form's customer data, as well as this data about you as the agent:

Carriers who have enabled integrated enrollment have done so by setting up a Ready-to-sell (RTS) integration with 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 about our RTS system

We've integrated with Connecture to get plan, provider, pharmacy, and drug data via their API. We've also integrated with Connecture's CMS- and Carrier-approved enrollment forms.

Some carriers may take 1–3 days to display new enrollments in their broker portal. To check the status sooner, reach out to your broker representative for that carrier—they can often provide updates even before the enrollment appears in the portals.