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HealthSherpa offers partner carriers the opportunity to integrate payment data on the HealthSherpa platform. Carriers who provide this extra level of information are called “Premier Partners.”

Premier Partner carriers provide HealthSherpa with automated daily policy and payment statuses year-round so we can provide the same payment information you're used to accessing on their payment portals.

If your client has a policy with a Premier Partner, you will be able to provide additional services right in your HealthSherpa for Agents account.

Premier Partner members are identified in the Agent Dashboard and other pages with a small gray badge like the one below:

This feed powers several features to help make you more efficient and keep your clients' coverage intact. Clients who have plans from Premier Partners will display more up-to-date information because payment status will be shown in real-time and include status badges calling attention to those who have upcoming or past-due payments.

In the example above, Aqua Health is a Premier Partner carrier, and Sunshine isn't. So Sunshine still has the need to refresh statuses manually, but Aqua doesn't.

Premier Partners also show this payment detail card on the Client Details page.