Did you know that we'll pay you to refer non-appointed applications to HealthSherpa? We pay $100 or more each during OEP and $50 during SEP!
- This helps you get paid for ALL applications you write, not just appointed
- Opt-in or opt-out anytime
- If you refer a client this year, you can always take them back next year.
- We only do ACA/Marketplace enrollments, you can always continue working with these clients for any other products outside of ACA.
Once you opt into the referral program, if your client chooses a plan with a carrier you are not appointed with, you'll refer that client to HealthSherpa. HealthSherpa will become the agent of record and we will pay you the $100 referral bonus.
How to join:
1. Head to the Referrals section on your HealthSherpa dashboard
Turn the Referrals setting to "On." Then you'll start referring any clients who choose a plan with a carrier you are not appointed with. (Make sure your Carrier Appointment Settings are up-to-date.)
2. Track the referral
Once enrolled, the referral will appear on your "Referrals" page where you can track which clients have been referred.
3. Get paid
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”.
Make sure your carrier appointments are up to date by accessing the “Carriers” section of your dashboard. This is how we know which Carriers you are appointed with.
IMPORTANT: Once you turn the referral setting on, any carriers that are left unchecked in your Carrier Settings will be referred. So make sure these are kept up-to-date.
What does a referral look like?
Any enrollment with a non-appointed Carrier will be a referral — it works just like any other enrollment, but you'll see one extra screen which asks you to confirm that you want to refer.
Tracking referrals & payments
You'll see referred enrollments appear on the Referrals tab in a list. This is where you'll keep track of which referrals.
Payments are made within 60 days of the enrollment.
Note: the first time you refer, you'll have to go through a couple steps to submit your W9. It takes just a couple minutes. You'll see this prompt on the Referrals tab.
If you're taking advantage of your free Marketing & Enrollment website to allow clients to self-enroll—referral will act the same way there. Any non-appointed plan chosen by a client becomes a referral IF your referral setting is "on."
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.
Want to refer all ACA clients our way, full service?
Want HealthSherpa to handle all ACA enrollments for you, while getting paid the referral cash bonus for every single application? Click here to learn more.