You can now refer clients that enroll with carriers you are not appointed with to HealthSherpa and we’ll send you a $50 referral payment for every client you refer.
Head to your referral section on your dashboard and ensure your referral setting is on.
How it works:
- Enroll the client
Enroll the client in a plan with a carrier you are not appointed with. This application will be processed as a referral and HealthSherpa will become the Agent of Record.
2. Track the Referral
Once enrolled, the referral will appear on your "Referrals" page where you can track the referral status.
3. Get Paid
Fill out and submit your W-9 after your first referral submission, and HealthSherpa will send you a check for the total amount of your referral bonus within 60 days of a successful application submission.
How to set it up:
Access the “Referrals” tab within your dashboard and turn referral setting to “On”. On this page, you also have the choice to filter out carriers that you are not appointed with when shopping for plans.
Sign the referral agreement (Joint Marketing Agreement).
Make sure your carrier appointments are up to date by accessing the “Carriers” section of your dashboard.
Note: Any carriers that are left unchecked in your carrier settings will be eligible to refer
Choose a plan with a carrier you are not appointed with to start the referral process.
Note: You can also refer using your "Direct Link" located under your "Marketing" tab. If the client chooses a non-appointed carrier when enrolling themselves, it will also process as a referral.
When you process your first referral application, you will be prompted to complete a W-9 on the referral tab. The address you input on your W-9 is where your check will be sent.
You can track referred clients on the referral page in your dashboard. Once the application is successfully submitted, you’ll get a $25 referral payment within 60 days.
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