Did you know that we'll pay you to refer applications to HealthSherpa? We pay $100 or more each during OEP and $50 during SEP!

  • This helps you get paid faster

  • Opt-in or opt-out anytime

  • If you refer a client this year, you can always take them back next year.

  • We only do ACA/Marketplace enrollments, you can always continue working with these clients for any other products outside of ACA.

Once you opt into the referral program, if your client chooses a plan with a carrier you've set to refer, you'll refer that client to HealthSherpa. HealthSherpa will become the agent of record and we will pay you the $100 referral bonus.

How to join:

1. Head to the Referrals section on your HealthSherpa dashboard

Turn the Referrals setting to "On." Then you'll start referring any clients who choose a plan with a carrier you've set to refer.

2. Track the referral

Once enrolled, the referral will appear on your "Referrals" page where you can track which clients have been referred.

3. Get paid

HealthSherpa will send you a check for the total amount of your referral bonus within 60 days of a successful application submission.

How to set it up:

Access the “Referrals” tab within your dashboard and turn referral setting to “On”.

What does a referral look like?

Any enrollment with Carrier you've selected to refer will be a referral — it works just like any other enrollment, but you'll see one extra screen which asks you to confirm that you want to refer.

Tracking referrals & payments

You'll see referred enrollments appear on the Referrals tab in a list. This is where you'll keep track of which referrals.

Payments are made within 60 days of the enrollment.

Note: the first time you refer, you'll have to go through a couple steps to submit your W9. It takes just a couple minutes. You'll see this prompt on the Referrals tab.

Self-enrolling clients

If you're taking advantage of your free Marketing & Enrollment website to allow clients to self-enroll—referral will act the same way there. Any plan from a carrier you're referring becomes a referral IF your referral setting is "on."

When you process your first referral application, you will be prompted to complete a W-9 on the referral tab. The address you input on your W-9 is where your check will be sent.

Want to refer all ACA clients our way, full service?

Want HealthSherpa to handle all ACA enrollments for you, while getting paid the referral cash bonus for every single application? Click here to learn more.

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