When agents opt into HealthSherpa’s bonus programs, they are prompted to accept a Joint Marketing Agreement (JMA). By default, bonus dollars earned are paid directly to the individual agent. This includes all payouts from the Enrollee Assistance Program, Medicare Referrals, Broker Bonus, and Associates Program.

However, primary agency administrators can choose to have bonus dollars paid out at the agency level instead. This enables agencies to distribute bonuses to their downline agents according to internal agreements. To do this, the agency must be placed on an Agency JMA.

If you would like to have your agency set up on an Agency JMA, please reach out to Agent Support at (888) 684-1373, at agent_support@healthsherpa.com, or via chat from within your account.

After submitting your W-9, you’ll be automatically prompted to create a Bill.com account. Setting up a Bill.com account is optional; however, you will need to complete this step if you prefer to receive payouts via direct deposit.

If you do not set up a Bill.com account, payouts will be sent to the address entered on your W-9 via paper checks.

Agencies on an Agency JMA have access to a unique export within their Agency page which allows them to generate reports of the bonus dollars received. The Payout program report section allows Agency admins to end their desired payout date range to generate a report of all bonus dollars paid to their agency during the specified timeframe.

For agency specific needs, contact our HealthSherpa Agency Sales Team at Agency_Sales@HealthSherpa.com.

If you are having any technical issues using HealthSherpa, please contact our Agent Support team at (888) 684-1373, at agent_support@healthsherpa.com, or via chat from within your account.

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