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When consumers use your direct marketing link, they will arrive at your customized enrollment website. Your logo, name and NPN will be displayed as well as the image you have selected.

The consumer will be required to enter their zip code in order to proceed. A lead record for the consumer will be created in your 'Leads' page once any one of the following takes place:

Next, the consumer will select the members of their household that need coverage, and provide their basic information.

The consumer will then provide their tax household size and estimated household income.

An income calculator is also available should the consumer need help estimating their income.

The consumer’s initial subsidy eligibility estimate will appear next. Eligibility can consist of both estimated savings and cost sharing reduction (CSR).

Estimated savings, or advance premium tax credit, refers to the amount a customer may be able to have applied to their monthly health insurance premium. CSR is a discount applied to silver level plans that lowers deductibles and out-of-pocket costs for care and prescription drugs.

Outside of the annual Open Enrollment Period (OEP), the consumer will then be prompted to select a Qualifying Life Event to proceed. During OEP, the consumer will still be able to pursue Special Enrollment Period (SEP) applications, but they will do so from the plan results page.

Next, the consumer may list any of their preferred providers.

If the consumer takes any medications, they may list those as well.

The consumer will then be prompted to save their progress prior to viewing available plans.

Next, the consumer will see their plan results. From the plan results page, the consumer is able to:

Should the consumer like to do so, they can do a side-by-side comparison of up to 5 plans at a time. Consumers can do this by selecting the checkbox within each plan card they wish to compare followed by the "Compare [#] plans" button located at the bottom of the page.

From the comparison view, consumers can view their selected plans’ benefits side-by-side. Consumers may use the ‘back’ button to return to the plan shopping page or select the ‘add to cart’ button to proceed to their application.

Once a plan has been added to a consumer's shopping, the consumer will select the ‘start application’ button to proceed to their subsidy application.

Privacy statements will populate on the following screen.

Consent capture is built into the consumer driven enrollment experience. After reviewing the privacy statement, consumers are able to type their name to agree and electronically sign.

Once the consumer reaches the primary contact section of the application, they will begin filling in their personal information to continue. From this point on, the application the consumer will complete is the same application an agent would complete.

Consumers will be prompted to verify their identity during the application process. Additionally, if the consumer has an existing marketplace application, they will be able to claim and update their existing application.

Note: When clients enroll through your unique direct marketing link, they are associated with your account and will have your NPN automatically applied to any application submitted. If you are participating in the Enrollee Assistance Program (EAP), the NPN applied will depend on your specific EAP and any alternative Carrier Settings you have in place for respective carriers.

If you are having any technical issues using HealthSherpa, please contact our Agent Support team at (888) 684-1373, at agent_support@healthsherpa.com, or via chat from within your account.

CMS resource: Marketplace Advertising and Marketing Guidelines