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

Premier Partner carriers provide HealthSherpa with automated 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 see the most accurate information and help your clients stay covered in your HealthSherpa for Agents account.

Premier Partner members are identified in the Clients dashboard and other pages with the HealthSherpa logo in small badge like the one below:

Premier Partner information 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 policy and payment status will reflect information provided by the carrier.

Plans from Premier Partners also include status badges calling attention to consumers who have upcoming or past-due payments.

From your Clients dashboard, quickly identify consumers who have a policy with a Premier Partner by locating the small badge icon in the Payment column.

In this example, Aqua Health is a Premier Partner carrier - indicated by their badge icon - and Sunshine is not.

Agents will need to manually refresh payment statuses for Sunshine while Aqua’s payment statuses will automatically stay up-to-date without additional agent effort.

To view additional data, head to your consumer's Clients Details page and scroll to the Plans section.

Select the Premier Partner Data tab to view additional details.

Plans supported by Premier Partners will display additional data, such as:

The plan card also includes a “Pay premium” button which redirects to the carrier’s payment portal so you can help your clients quickly resolve any past due payments.

Don’t see Premier Partner Data for a carrier? Let them know you’re interested by selecting the “Let them know you want it!” button.

We will capture your interest and work back with the carrier accordingly.

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.