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Plan Year 2025 Window Shopping went live on October 25, 2024. Starting that day, agents could start shopping with their new and renewal clients. When plan selections were made, we automatically saved the selection for an existing lead, or prompted the agent for an email to create a new lead with the plan selection saved.
Window Shopping overview
For the 32 states who use the Federally-facilitated Marketplace, the annual Open Enrollment Period (OEP) typically runs from November 1st through January 15th. The “Window Shopping” period lets you shop plans before November 1st to get a jump start on OEP.
Window Shopping typically starts mid to late October and allows you to preview plans for the upcoming plan year, and save plan selections per client. Once OEP begins, all you’ll have left to do is submit those applications – the plans you chose during Window Shopping will automatically be attached!
Agents will be alerted by CMS and HealthSherpa when Window Shopping begins. Once this period is initiated, you’ll be able to view plans for the upcoming plan year when shopping. Note: there is a plan year toggle available on the plan shopping page should you wish to view plans for the current plan year (e.g. SEP enrollments).
How to Window Shop
Step 1: Shop
For existing clients:
Once the Window Shopping period is live, you’ll see “Renew plan” buttons appear. Click “Renew plan” to kick off Window Shopping for a particular client.
Next, you will see a renewal expectations page. Select the "Start my renewal" button to continue to Plan Results:
For new clients:
With a new client, just click the “Quote” button to enter the Window Shopping experience.
Step 2: Plan Results
From the Plan Results page, you can view available plans and updated subsidy eligibility estimates.
Selecting the "Add to cart" button within a plan card will allow you to save your selection for the consumer.
Selecting the "Start Application" button will allow you to save the selected plan.
Your plan selection will then appear on the Client's details page (if it's an existing client) or Lead's details page (if it's a consumer who is not already in your book of business) – with a “Resume shopping” button.
Step 3: Come back during OEP!
After OEP begins, go back to the consumer's profile, and select the “Resume shopping” button. This will take you directly into the application with the desired plan automatically attached. From there, complete the application as you normally would.
Additional Resources
Have questions? Contact our Agent Support Team at (888) 684-1373 or agent_support@healthsherpa.com.