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. 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 forms.

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

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?

What it means: RTS means you’re officially cleared by a carrier to sell their Medicare plans.
Why it matters: If you’re not RTS with a carrier, you can see their plans but you cannot submit enrollments.
How you get RTS: Carriers require things like training, certifications, background checks, and contracts. Once those are complete, they mark you “Ready-to-Sell.”
What to watch for: RTS is specific by carrier, state, and product type (e.g. MA, PDP, Med Supp). Just because you’re RTS with Carrier X in Florida for MA doesn’t necessarily mean you can sell their Part D plans in Texas.
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.

Why is United showing as "Not RTS"?

United RTS statuses update on a nightly sync, so its RTS can take up to a day to appear after you've signed up. If you're still seeing "Not RTS" after a day and if you have an agency NPN and writing number, try entering those instead, and check back tomorrow. Contact rts@healthsherpa.com for help.

How do I enable Aetna enrollment?

Enabling enrollment requires a manual setup, see your Carriers page for details.

How do I enable HCSC (BCBS IL, MT, NM, OK, and TX)?

A brief manual setup is required here, see this guide.

Why do I need to add carriers to this page?

Adding carriers to this page means that you can enroll them – assuming they're on of our enrollable carriers.

Adding carriers to this page does not have any impact on whether their plans appear in the quoter. If you don't add a carrier to the carriers page, that carriers plans still appear in the quoter. But an upside of adding them here is that they'll appear in your "My appointed carriers" filter in the quoter. So it's helpful to keep the Carriers page up-to-date with all of your appointed carriers added.

Questions? Contact support

You can chat with the AI bot anytime (in the bottom-right corner),
email medicare-agents@healthsherpa.com, or call (855) 521-4984.

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Add your carriers