After completing an enrollment, HealthSherpa makes it easy for agents to assist consumers with their binder payment. To make a binder payment, visit the Follow-ups table within the consumers Clients Details page.
Selecting the 'Pay' button will take you to the carrier's payment portal. HealthSherpa is able to offer this convenient payment link for all carriers who have set up payment integration.
Common reasons the ‘Pay’ button may be unavailable include:
Issuer does not have a payment integration with the FFM. In other words, the issuer has not shared a link for making binder payments. For these cases, agents should direct consumers to reach out to the carrier directly to make their binder payment.
The effective date is in the past. In this case, HealthSherpa does not receive a working payment link, and agents should direct consumers to reach out to the carrier directly to make their binder payment.
The application does not have Enhanced Direct Enrollment (EDE) permission. The ‘Pay’ button only appears for agents who have EDE enabled within their account and who have not lost EDE permission to the the application.
You’re updating an application. If there’s only a change in circumstance happening on the application, a binder payment is not required, so there is no ‘Pay’ button. In these cases, the client will continue paying their premium as they were before the update.
The application has a pending SEP verification issue (SVI). This situation should only occur for certain consumers seeking Special Enrollment Period (SEP). After resolving the SVI, the agent will need to check that the letter of coverage document has been processed. If the 'Pay' button does not appear after SVI resolution, agents should direct consumers to reach out to the carrier directly to make their binder payment.
Additional Resources
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.