Agent Product Updates: 2023 Q3
Ervin Ebalo avatar
Written by Ervin Ebalo
Updated over a week ago

September 25th, 2023

At-Risk Clients reminder email

Every Tuesday, HealthSherpa will send agents an email displaying any clients who have either an unresolved Binder Payment or an unresolved Follow-up Document (DMI).

This makes it easier for agents to stay on top of their clients' deadlines and ensure they keep their coverage and subsidy secured.

Here's an example of what this email will look like:

September 21st, 2023

Agent Dashboard: Set UTM Parameters for Direct Links

We've simplified UTM parameter setup for direct links by introducing a UTM Parameter generator in the marketing tab. This feature enables agents to add UTM parameters to their direct link which can help track the success of their marketing campaigns.

Interested in learning more about direct links? Take a look at this article for more information.

September 20th, 2023

FFM Assistor and policy-level AOR are now visible on client details

To provide agents with needed agent of record (AOR) information, HealthSherpa has added the FFM assistor and policy-level AOR details to the client details. These values can be found in the application and plan cards, respectively.

Previously, the FFM assistor was only visible on when an agent double redirected to the consumer profile.

September 8th, 2023

Plan year added to clients table

To help agents quickly find the appropriate record, the clients table now includes the plan year. It can be found in the 'effective' column.

September 1st, 2023

Update: FFM integration required before enabling EDE

To comply with CMS’ FFM account integration rules, Agents have to integrate their account prior to enabling EDE on their own. When HealthSherpa detects an unintegrated Agent account is attempting to enable EDE, we now display a dedicated page that explains this requirement and conveniently allows them to integrate before continuing on.

Additionally, once an Agent has successfully integrated, we automatically return them to the appropriate step in the EDE enable process.

August 31st, 2023

Bronze-to-Silver Nudge Redirect

To comply with CMS Change Request 68, when consumers choose a Bronze plan, the platform will surface a prompt to reconsider their choice and ask the consumer and/or agent/broker to consider shopping for a Silver plan instead so the consumer can get better cost-savings and subsidies.

The pop-up must be answered either by re-shopping or choosing the “no” option. Consumers will have to re-select PCP and pharmacy selections as they choose a new plan.

August 10th, 2023

Active Consent Tools: Upload and keep track of your consent documentation

Given new CMS guidance on consent rules, we've provided the ability for agents and brokers to upload consent documentation for their clients. Agents can track which clients do or do not have documented consent in their CRM. HealthSherpa will store these records for the required 10 years.

Read this article on how to manage consent to learn more.

August 2nd, 2023

Agents can get certified for PY24 and earn free CEUs

HealthSherpa is once again offering marketplace training courses as a PY24 CMS approved vendor.

When agents complete their new or returning agent/broker training through HealthSherpa, they're also eligible for free continuing education units (CEUs) in 41 states with additional states on their way.

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