To enroll clients with any of our enrollable carriers, you’ll need to add carriers you're appointed with. This allows us to verify your Ready-to-Sell (RTS) status for each one — unlocking enrollment where you're certified as RTS.

You’ll do this from your Carriers page, which you can access from the left-hand menu on your dashboard.

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 check your RTS status and 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.

We have RTS status integrations with many carriers — but not all. We only display RTS for those that offer integrated enrollment on our platform.
​See the list of enrollable carriers →
​Learn more about RTS statuses →

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.

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.

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.

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.

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