HealthSherpa provides a customizable enrollment website where your clients can self enroll. You can add promote this site via email marketing, social media, or your business website.
How it works:
Login to access your agent dashboard
From your agent dashboard, access “Marketing” on the left panel
Copy the "Direct Link" and paste wherever you would like. This will direct clients to a customizable landing page where they can shop and enroll in plans on their own. (For more information on what clients see, click here.)
Clients currently in the quoting process can be found in the “Leads” tab of your dashboard.
Clients who have enrolled in plans will be shown in the “Clients” tab of your dashboard.