Enrollment basics
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:
It sends directly to the carrier with your NPN & Writing Number attached
It appears in your carrier's broker portal 3–7 days later.
Enrollment details are instantly synced to the Contact Profile in your CRM.
For carriers without integrated enrollment, you’ll use their portal instead – but we’ve made that process easier: Learn about External Enrollments
Carrier coverage
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.
⬇️ The rest of this guide applies only to those 50+ enrollable carriers – aside from Wellcare which has its own enrollment flow.
Enrollment forms
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.
Questions about enrollment forms
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.
Signature options
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.
SEP codes
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.
Resuming an enrollment
If you start an enrollment, and need to get back to it later to finish, you'll need to go through these steps:
Go to the person who you were enrolling for's Contact Profile
Look for the enrollment card in the Enrollments section and click Resume
You'll on the the Plan Detail page. Click the Enroll button.
You'll be taken back into the enrollment form, filled out as you left it.
Post-enrollment
Once the enrollment has been submitted, whether via eSignature or Voice Signature, three things happen:
Confirmation emails
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.
Tranmission to carrier
When you submit, the enrollment file is sent to the carrier, with all application data you entered, plus:
Your NPN
Your Writing Number – if the carrier uses Writing Numbers. (Also referred to as Tax ID, TIN, SAN, Agent ID, Broker ID etc.)
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.
Contact record update
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
Editing & re-submitting
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:
Workaround: Create a new Contact (duplicate the existing one), then re-submit the enrollment. You'll have to re-enter info manually, but it works. You can archive one of the duplicates.
Carrier site: Submit the enrollment directly on the carrier’s site. To keep your CRM records up to date, manually add the enrollment record afterwards.
Ready-to-sell (RTS)
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
Frequently asked questions
What is HealthSherpa’s relationship to Connecture?
What is HealthSherpa’s relationship to Connecture?
We've integrated with Connecture to get plan, provider, pharmacy, and drug data via their API. We also are using Connecture's CMS- and Carrier-approved enrollment forms.
Why isn't my enrollment appearing in the carrier broker portal?
Why isn't my enrollment appearing in the carrier broker portal?
Some carriers may take 3–7 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 before the enrollment appears in the portals.
Troubleshooting
I can't enter my NPN on the enrollment form
I can't enter my NPN on the enrollment form
HealthSpring (and some other carriers) list an NPN field, even though it's uneditable, and not used. Don't worry, your NPN will go on every application sent through our system. The attachment of your NPN happens on the backend, it's not something you ever need to enter on an enrollment form.
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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