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Share a unique associate link with colleagues to invite them to HealthSherpa. The inviting agent can earn a bonus when an associate submits Enrollee Assistance Program (EAP) enrollments.
In this article we’ll cover:
The Associates program is not available within carrier-specific account types.
Associates program at a glance
The Associates program lets agents share a unique associate link inviting other agents to sign up for HealthSherpa.
When an agent creates an account using the associate link, they become the inviting agent’s associate. Associates get their own HealthSherpa account, and the inviting agent does not have access to the associate’s account.
The inviting agent is eligible for a bonus paid by HealthSherpa each time an associate submits an Enrollee Assistance Program (EAP) enrollment.
How to participate
Go to the Bonuses page, then choose the Associates tab.
Step 1: Select Invite agents now
Step 1: Select Invite agents now
Select Invite agents now to open the terms and conditions of the Associates program.
Step 2: Generate a unique associate link
Step 2: Generate a unique associate link
Review & agree to the terms and conditions to generate a unique associate link.
Step 3: Share the associate link
Step 3: Share the associate link
Share the associate link with colleagues inviting them to sign up for HealthSherpa. When an agent creates a HealthSherpa account using the associate link, they become the inviting agent’s associate.
Each time an associate submits an Enrollee Assistance Program (EAP) enrollment, the inviting agent receives a $10 Associates bonus.
Tracking bonus payouts
Agents can track bonus payouts on the Bonuses page. Select the Associates tab to view the Your Associate payments dashboard.
To receive bonus payouts, agents must complete additional steps on the Bonuses page so that payments can be processed.
Frequently asked questions
Does the inviting agent get access to the associate’s account?
No. Associates get their own HealthSherpa account, and the inviting agent does not have access to the associate’s account.
Does the inviting agent know when associates create a HealthSherpa account?
No. The inviting agent is not alerted when an associate creates a HealthSherpa account. An associate only appears on the inviting agent’s Associates tab after the associate submits an EAP enrollment.
Additional resources
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.