Similar to enrolling via HealthCare.gov, HealthSherpa sends automatic emails at certain points of the application process to clients. Note: Agents may also be copied on certain auto-emails.

In this article, we’ll explain what these auto-emails are (and are not), and include examples of what they look like.

These emails are automatically triggered at certain points in the application process, and are meant to give clients the ability to resume their application or get in touch with the writing agent.

They come from no_reply@healthsherpa.com, and all auto-emails include the Agent’s name, email address, and phone number in the body of the email.

Any links to resume the process are associated with the writing agent. So, if you had a client who:

You would be the AOR on the policy, and this client would show up in your Clients table in your HealthSherpa agent account.

Beyond these automatically triggered emails, HealthSherpa will not contact your clients.

As mentioned in the previous section, all links in auto-emails will be associated with your HealthSherpa account through an extra bit of text in the URL after the '?'.

Your information in the URL is very persistent, and it keeps our system from sending additional reminders — beyond the ones listed below — to your client reminding them to complete their application.

Below are the auto-emails that could be automatically sent to your client during the quoting and enrollment process. Clients will only receive some of these emails; which emails they receive will depend on what takes place during their quoting and enrollment process.

Take a look at these health plans

This email is sent anytime an agent uses the "Share" button when quoting. Agents may send the email directly from HealthSherpa by entering the consumer's email, or copy the link to send another way. The sending agent is automatically copied on this email.

Note: email copy may vary if a single plan is shared vs multiple plan are shared.

Continue shopping or applying

Trigger: Client is shopping and clicks the ‘Save and Exit’ button before leaving the website.

Claim application

Trigger: After the application is submitted, this email is sent to verify the user has access to their listed email address.

Access application

Trigger: 1-hour after application is submitted

Next steps to finalize your health insurance enrollment

This email is sent after an application has been successfully submitted. The writing agent is automatically copied on this email.

Note: email copy may vary when a DMI/SVI are not present.

Next steps (SEP verification)

Trigger: Confirm and finalize the enrollment in a plan during SEP.

Next steps (premium payment)

Trigger: Confirm and finalize the enrollment in a plan and there are no SEP Verification Issues (SVIs) or Data Matching Issues (DMIs).