⬇️ This article applies to our 60+ enrollable carriers except for:
• United – which uses our new & streamlined enrollment flow → Learn more
Signature options
When you begin an enrollment, you'll first select one of three versions of the flow:
eSignature: You fill the form, then text or email the client a link to sign and submit.
In-person signature: You fill the form with the beneficiary present, collect their signature, then submit.
Voice Signature: You fill the form, and you submit it. If you're recording the client conversation, you can compliantly use this option.
eSignature
Note: On October 15 and 16, 2026, our enrollment vendor, Connecture, used a new eSignature flow. Based on agent feedback, we asked them to switch back to the simpler “classic” flow described below. This is the flow you’ll see from October 17 on.
With this option, you fill out the form, then text and/or email the enrollment to the client to sign and submit.
Fill out the enrollment as normal. Then, upon reaching the end of the application, you’ll select the “Send to beneficiary” button to proceed.
You'll then see this pop-up, where you can send the client the link to submit – either via email, text, or both.
You can select which carrier PDFs you would like to include in the email. Press the "Send application" button to send a link to the application to the client.
You'll then see a popup with an authorization code. Your client will also receive this code, but you may want to share the code to your client verbally too.
What your client sees
Text message method
This will come from (201) 299-6722
Email method
These emails will come from Do.Not.Reply@drx.com (that's Connecture, our enrollment form vendor, also known as DRX). One email will include a link to their application, and the other email will include their authorization code.
Once the client has clicked the link to proceed, they'll be taken to a landing page. Here they'll need to enter their authorization code to continue.
The client will land at the end of the enrollment form. They can review the application, sign it, and press the Submit button to send the enrollment to the carrier (with your NPN & Writing Number attached).
After submitting their application, the client lands on the Application Submitted page, and you'll both get confirmation emails (scroll down to see those).
How to resend the eSignature link
If you still have your browser window open with the last page of the enrollment form:
Just press the Send to Beneficiary button again, and resend.
If you closed the browser window with the enrollment form, retrace your steps:
Go to the Contact Profile for the client, find the enrollment, click Resume
That will take you to the Plan Detail page – press the Enroll button
Select eSignature and continue
Walk through the steps of the application (it'll be filled out as you left it)
On the final page, at the bottom, press the Send to Beneficiary button
In-person Signature
This option is available for meetings where the beneficiary is with you face-to-face, allowing you to capture their signature in person, and store it as proof of consent.
On the "How would you like to enroll?" page, select "With beneficiary" and continue.
You'll then have the beneficiary sign, by drawing their signature or typing their name.
If there's an Authorized Representative name filled on their Contact record, you'll also see the option for them to sign on behalf of the beneficiary.
Once the signature is collected, continue into the enrollment and submit as normal.
The signature is saved permanently to the Contact's enrollment record – just click the "In-person signature" link here:
This loads the signature and names captured, plus enrollment details. If a carrier ever asks for proof of consent, you can pull it up to view, or download as a PDF:
Voice Signature
Selecting the Voice Signature option allows you to submit the enrollment yourself.
Fill out the application as normal. Then, upon reaching the end of the application, you’ll select the ‘Submit’ button to finalize the client's submission.
After submitting their application, the client lands on the Application Submitted page, and you'll both get confirmation emails (scroll down to see those).
Post-enrollment
Once the enrollment has been submitted, whether via eSignature or Voice Signature:
It sends directly to the carrier with your NPN and 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.
FAQ & troubleshooting
My client's eSignature code is not working
My client's eSignature code is not working
Troubleshooting steps:
Have them refresh the page and try again.
Check that the code is entered exactly as shown, with matching capitalization and no extra spaces – copying and pasting the code works best.
If it still doesn’t go through, re-enroll using Voice Signature, or complete the enrollment on the carrier’s site. Please also report the issue to our Support team so we can investigate.
My client isn't receiving the eSignature email.
My client isn't receiving the eSignature email.
Troubleshooting steps:
Have them check for emails from sender Do.Not.Reply@drx.com
Have them check their spam folder
Check that the email is spelled right – you can send an email from your email account to test it.
Try sending it again or sending it via text message instead, here's how.
How do I answer "What is your relationship to the person enrolling in this Medicare plan?"
How do I answer "What is your relationship to the person enrolling in this Medicare plan?"
Towards the end of the application, you will see this question:
As an agent or broker, you should select the second option "I am helping the person enrolling." Some forms may phrase this as "I'm an individual helping an enrollee with completing this form.”
You may also see this variant below, with only two options. In this case, choose "1 am (or am helping) the person enrolling"
Only select "I’m the authorized representative” if you have legal authority to act on behalf of the beneficiary – as a POA, legal guardian, or court-appointed representative.
Do eSignature links expire?
Do eSignature links expire?
During SEP / "Current Plan Year Enrollment" (Dec 8th prior to plan year through Dec 1st of the plan year):
The expiration date is set to Effective Date + 1 Day (e.g., an effective date of May 1st sets the expiration date to May 2nd).
During AEP (Oct 1st through Dec 7th prior to the start of the plan year):
The expiration date is set to December 8th (cannot be edited).
Does the in-person signature work with an external signature pad?
Does the in-person signature work with an external signature pad?
no, and the external signature pad is not required for this. The client can just use your mouse to draw their signature on your screen in the signing area of the screen .
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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