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The intake form allows consumers to securely provide updated household details, income information, documents, and notes using a link shared from HealthSherpa.
When using an intake form link, consumers will follow the steps below to complete and submit their intake form.
Step 1: Receive the intake form email
Step 1: Receive the intake form email
Whether an intake form is sent directly from HealthSherpa or the intake form link is copied and shared another way, the consumer receives an email requesting they complete the form.
The email signature that displays will match the information associated with the HealthSherpa account.
Step 2: Select Complete Intake Form
Step 2: Select Complete Intake Form
When the consumer selects Complete Intake Form, they are prompted to enter their date of birth.
The date of birth entered should match the primary contact on the application.
Step 3: Complete the intake form
Step 3: Complete the intake form
After the consumer verifies their date of birth, they will be taken to a secure page where they can complete the intake form.
Consumers can provide updated information, upload documents, and write a note to the agent before submitting the intake form.
Step 4: Submit the intake form
Step 4: Submit the intake form
Once finished, the consumer selects Submit to finalize the intake form.
Consumers receive a success message once the intake form has been securely submitted. After the success message displays, the consumer may exit the page.
Frequently asked questions
Can agents customize the email signature within intake form links consumers receive?
Agents are able to set up custom branding within the marketing link included with their HealthSherpa for Agents account. Any customizations made will apply to the intake form link consumers receive.
Agency administrators can also control email customizations at the agency level.
Additional resources
For help using HealthSherpa or for other assistance, contact our Agent Support team. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.