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.

How to add your carriers

Go to your Carriers page.
- 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 below.
Click Add carrier.
Enter your Writing Number, after selecting a carrier from the dropdown.
- This is also called an Agent ID, or TIN, or SAN, depending on the carrier.
- Note: Some carriers don't use a Writing Number – for those, enter your NPN.
- If you're not sure what yours is, view our Writing Number Guide.

Once you've added a carrier, we’ll display your Ready-to-Sell (RTS) status, if it's one of our many enrollable carriers. These carriers send us RTS statuses for every appointed agent, every night.

RTS statuses show which states, plan years, and product types you’re cleared to enroll with for that carrier. Wherever you're clear to enroll, we'll let you into the enrollment flow.

⏱️ 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 July 2025. Until then, you will see a "not ready to sell" message, and when enrolling in Humana plan, you'll be linked out to their site. Doing so logs a partially filled enrollment record you can complete once you're done enrolling. Learn more

United

It may take up to 24 hours for United Healthcare RTS data to populate. If after 24 hours, you still 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 any 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 just 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. Currently, this feature is enabled for United only. Learn more here.