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The Marketing page is home to a free, customizable marketing link designed to help agents grow their book of business. When selected, an agent’s unique marketing link leads consumers to a branded enrollment website where consumers may quote to see available plans and enroll.

In this article we’ll cover:

The Marketing link tab is the default view when an agent selects the Marketing page.

The Marketing link tab provides a shareable marketing link that can be used in many places consumers may select a URL, including email signatures, social media, and websites. It also supports a QR code that consumers can scan to open the branded enrollment website.

Agents should customize the URL before sharing the marketing link. If the URL is changed later, it will break any links that have already been shared.

From the Branding tab of the Marketing page, agents can customize several parts of the branded enrollment website including:

If an agent uploads a logo or adjusts the color palette, those updates also appear on the HealthSherpa dashboard.

When a consumer selects the marketing link, they are taken to the agent’s branded enrollment website.

From the agent's branded enrollment website, the consumer can:

A new lead record will generate anytime a consumer saves their progress when using the marketing link associated with the HealthSherpa account.

Consent capture and consumer identity verification are built into the consumer driven enrollment experience. When a consumer enrolls through the marketing link, the consumer is associated with the agent’s HealthSherpa account. The complete consumer experience when using a marketing link is available here.

From the Analytics tools tab of the Marketing page, agents can set up digital tracking tools for custom marketing campaigns. Agents can do this by using Urchin Tracking Module (UTM) parameters or Google Analytics.

CMS provides guidelines for agents when advertising or marketing to consumers here.

For HealthSherpa for Agents account types, carrier settings impact enrollments submitted through an agent’s marketing link because enrollments are blocked if the agent is not licensed in the consumer’s state.

Agents should update carrier settings before using a marketing link. When consumers enroll through the agent’s unique branded enrollment website, the agent’s National Producer Number (NPN) is automatically applied to any application submitted unless the agent has alternative Enrollee Assistance Program (EAP) carrier settings in place.

The Enable Enrollee Assistance toggle within carrier settings is disabled for carriers that do not participate in EAP. If the Enrollee Assistance Program (EAP) is disabled for a carrier, the agent’s own NPN is applied to any applications submitted through the agent’s marketing link for that carrier.

Carrier settings are not applicable for HealthSherpa Enrollee Assistance Full-Service account or carrier-specific account types.

For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.