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HealthSherpa sends emails automatically during the enrollment journey. Many of these emails are required by the Marketplace.
In this article we’ll cover:
Automatic emails at a glance
HealthSherpa sends emails automatically at certain points in the quoting, application, and enrollment submission journey. These emails, also called auto-emails, are triggered by specific consumer or agent actions.
Agents may be copied on certain auto-emails sent by HealthSherpa. Auto-emails come from no_reply@healthsherpa.com and may include the writing agent’s name, email address, and phone number.
When a consumer uses a link from an auto-email to resume shopping or applying, their activity stays connected to the writing agent’s HealthSherpa account.
Outside of required auto-emails, HealthSherpa does not contact consumers on an agent’s behalf.
Examples of auto-emails
The auto-emails listed below are the only emails HealthSherpa may send automatically to consumers. Auto-emails are triggered by specific consumer or agent actions during the enrollment journey, and exact email copy shown in examples may vary.
Take a look at these health plans
Take a look at these health plans
This auto-email may send when an agent shares one or more plans with a consumer.
Agents can share plans by selecting Share while quoting. The agent can choose to send the email directly from HealthSherpa or copy the link and send it another way.
When the email is sent directly from HealthSherpa, the sending agent is automatically copied.
Continue shopping or applying
Continue shopping or applying
This auto-email may send when a consumer saves their progress before leaving HealthSherpa.
The email allows the consumer to return to HealthSherpa and continue shopping or applying where they left off.
Claim application
Claim application
This auto-email may send after an application is submitted.
The email helps confirm that the consumer has access to the email address listed on the application. The consumer may be prompted to create an account or sign in before accessing application information.
Access application
Access application
This auto-email may send approximately one-hour after an application is submitted.
The email gives the consumer a way to access their submitted application. The consumer may be prompted to create an account or sign in before viewing application information.
Next steps to finalize your health insurance enrollment
Next steps to finalize your health insurance enrollment
This auto-email may send after an enrollment submission is complete.
The email helps consumers review important post-enrollment next steps.
Depending on the enrollment, next steps may include:
Submitting documents
Reviewing Marketplace notices
Making an initial premium payment
The writing agent may be automatically copied on this email.
Next steps (SEP verification)
Next steps (SEP verification)
This auto-email may send when a consumer submits an enrollment seeking a Special Enrollment Period (SEP) and SEP verification is required.
Resolving SEP verification requests on time helps ensure coverage can take effect.
Next steps (premium payment)
Next steps (premium payment)
This auto-email may send when there are not outstanding Data Matching Issues (DMIs) or Special Enrollment Period Verification Issues (SVIs) associated with an enrollment submission.
The email directs the consumer to next steps for making the initial premium payment when payment is required. Consumers should follow carrier payment instructions to help ensure coverage is effectuated.
Frequently asked questions
Are auto-emails marketing emails?
No. Many auto-emails are required by the Marketplace and are not marketing emails from HealthSherpa.
Can agents customize the email signature within auto-emails consumers receive?
Agents are able to set up custom branding within the marketing link included with their HealthSherpa for Agents account. When possible, any customizations made will apply to the auto-emails consumers receive.
Agency administrators can also control email customizations at the agency level.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.