The Carriers page

You can quote any carrier, but to enable enrollment with any of our enrollable carriers, you’ll need to add carriers you're appointed with.

You’ll add carriers on your Carriers page, linked from the menu on your dashboard.

How to add your carriers

Go to your Carriers page.
Click Add carrier.
In the pop-up, select the carrier and enter your Writing Number. If you're not sure what yours is, view our Writing Number Guide.

You may see that we've pre-loaded some of your appointed carriers based on your NPN. For any others you'd like to add, just follow the steps above.

Carriers you’ve added will appear on the Carriers page. Once added, we’ll display your Ready-to-Sell (RTS) status for any the many carriers that we have enrollable. RTS statuses show which states, plan years, and product types you’re cleared to enroll with for that carrier:

⏱️ Note: It may take up to 24 hours for United Healthcare RTS data to populate.

Notes on United, Aetna, Humana

Aetna – enabling enrollment requires some manual setup. Email rts@healthsherpa.com to learn more.
Humana – enrollment will be live in June 2025. Until then, you will see a "not ready to sell" message.
United – if you see a "not ready to sell" message, it's likely that your agent NPN / Writing Number are not RTS, but your agency NPN / Writing Number is RTS. Try adding your agency NPN / Writing Number for United – our sync will run overnight, and you should see your RTS status by the next morning. If you have trouble, email rts@healthsherpa.com for help.

Impact on quoting

The "My appointed carriers" filter in the quoter can be selected to only show plans from carriers you've added here on your Carriers page.

So it's helpful to keep the Carriers page up-to-date with all of your appointed carriers added.

Frequently asked questions

What is a “Writing number?”

Your Writing Number is a unique number assigned to you by carriers you're appointed with. Some carriers use your NPN as your Writing Number. If you're not sure where to find this number, see our Writing Number guide.

What is a Ready-to-Sell (RTS) status?

In addition to securing appointments with carriers, Agents are required to complete a few additional steps to be granted Ready-to-Sell (RTS) status with a given carrier. We integrate RTS status checks into the platform to help you manage these with ease. Learn more here.

What if I use my Agency NPN for certain carriers?

Agency owners can set different NPNs per carrier - allowing you to use your Agency NPN with some carriers, while using your Individual NPN with others. Learn more here.