To enable enrollment with the many carriers who offer integrated enrollment on our platform, you’ll need to add carriers you're contracted with, so that we can verify your Ready-to-Sell status.

You’ll do this from your Carriers page – navigate to this page from the left-hand side of your dashboard.

You may see that we've pre-loaded some of your appointed carriers, based on your NPN. To add additional carriers you're contracted with, click the Add carrier button.

This will launch a pop-up window. Select the carrier and input your writing number for the respective carrier.

If you're not sure what your Writing Number is, view our Writing Number Guide.

Carriers that you've added will appear on your Carriers page.

Once you've added your contracted carriers, we leverage our Carrier integrations to identify your Ready-to-Sell (RTS) statuses, showing which states, plan years, and products you're certified to sell with.

​Note: for United RTS statuses, it may take up to 24 hours for your statuses to populate.

We don't have RTS integrations with every carrier, only the ones offering enrollment on our platform – you can see that list of carriers here.

Learn more about our Ready-to-Sell (RTS) statuses here.

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

In addition to securing contracts/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.

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.

For Aetna, we'll need to get RTS statues from your upline FMO directly. Have them email rts@healthsherpa.com to get set up, and enrollment enabled.

​