Get paid faster! Refer an application using our Referrals Program to earn a cash bonus, paid within 60 days.
What is the Referral Program? Program details.
The HealthSherpa Referrals Program allows agents to enroll their clients in the right health plan to meet their needs. You can write the policy for your client and HealthSherpa becomes the Agent of Record (AOR). During Open Enrollment 2024, you can earn a referral bonus of up to $200 for each client you refer to HealthSherpa. You’ll get $100 at enrollment, $50 when your client is active for 4 months, and another $50 when they’re active for 9 months.*
How it works
1. Sign Up
Sign up on the Bonuses tab of your HealthSherpa for Agents account and choose the carriers to which you want to refer. Any policies you write for your chosen referral carriers will be automatically referred to HealthSherpa and our NPN will be applied.
Go to the Bonuses tab, and set Referrals to "On.”
A pop-up will appear. Read through it and click “I accept.”
2. Select which Carriers you'd like to refer
Go to your Carrier Settings to select which States you are licensed in, which Carriers you’re appointed with, and to which Carriers you'd like to Refer. (Note that you remain responsible for complying with applicable state insurance laws regarding appointment. The Referrals Program may not be used to circumvent state laws that require you to be appointed with a carrier in order to discuss that carrier’s plans with a consumer.)
If the Refer box is checked for a Carrier, then policies written for that Carrier will be referred.
Note: If BOTH the Appointed and the Refer boxes are checked for a Carrier, applications for that carrier will be referred.
If the Refer box is not checked for a carrier, then policies written for that Carrier will use your NPN (or Override NPN if applicable).
ℹ️ Tip: Be sure to keep your Carrier Settings updated throughout the year (i.e. if you experience appointment updates, get licensed in a new state, or a new Carrier enters the market).
3. Submit enrollments with Carriers you've chosen to refer
Any enrollments you submit with the Carriers you've chosen to refer will have a HealthSherpa representative's NPN applied. Enrolling a Referral works exactly the same as normal enrollments – you will just see one extra screen at the end that asks you to confirm that you'd like to refer the enrollment.
Given HealthSherpa is AOR on the policy, if you ever need assistance contacting the carrier on behalf of the customer, simply reach out to our Agent Support team with the client and we can assist as needed.
4. Track the Referral
Once enrolled, the Client will appear on your Bonuses tab so that you may track your bonus payments earned. The Client will also appear on your Clients page just as your non-Referral customers do.
5. Get paid
You can earn a referral bonus of up to $200 for each referral you submit when your client stays with their health plan for 9 months with HealthSherpa as the Agent of Record for that carrier. HealthSherpa pays you 60 days after you reach each milestone below:
Initial Enrollment $100
4 Months Active $50
9 Months Active $50
Your total bonus opportunity is $200.
Note: After you've submitted your first Referral, you'll be prompted to submit a W-9 and set up a payment method (if you haven't submitted a W-9 already). You can choose to get paid through Bill.com via direct deposit, or by check.
Why Should You Sign Up?
Signing up for the Referrals Program gives you the option to enroll and service more clients and get paid faster. In addition to connecting your clients to quality affordable plans, you’ll also earn a referral bonus and have the option to take over as AOR the following year. This means you get to keep your client and potentially earn commission on their renewal.
In addition, because HealthSherpa is the AOR on referred policies, we provide full support should you ever need to contact the carrier on behalf of your client.
To Learn More
*Full terms and conditions for payment are set forth in your Joint Marketing Agreement with HealthSherpa.