Agent Product Updates: 2023 Q2
Ervin Ebalo avatar
Written by Ervin Ebalo
Updated over a week ago

June 30th, 2023

Application change: Additional question for Medicaid Unwinding

The additional coverage question "Did any of these people have Medicaid or Children's Health Insurance Program (CHIP) coverage that will end soon or that recently ended because of a change in eligibility?” has been reworded to include Medicaid Unwinding SEP date ranges.

This change is a result of the Medicaid Unwinding SEP that launched March 31, 2023. An example screenshot is below.

June 27th, 2023

Updated direct-to-consumer privacy statement

As a response to the PY2024 Notice of Benefit and Payment Parameters, or NBPP, from CMS, we've updated our direct-to-consumer (D2C) privacy statement.

This update will show on agent’s marketing links when their clients auto-enroll. The consent language uses the agent's name found in their settings page.

June 23rd, 2023

Dental policies and submission type added to enrollments export

We've added new fields to the enrollments export to help our agents.

  1. Dental policy information - plan name, HIOS ID, and policy status - will keep agents aware of their client's dental policy status.

  2. Submission type will notify agents if an enrollment was performed via their direct-to-consumer marketing link.

These fields are available on the agent and agency version of this export.

June 9th, 2023

Updated: Banner added to HealthSherpa generated emails

A banner has been added to emails that agents can send to their clients using the HealthSherpa platform. These include:

  • Bulk Renewal Emails

  • Quote Sharing Emails

  • Agency Join Invitation Emails

By notifying consumers who and where the email came from, your clients can ensure their agent's emails are coming from a trusted source.

Below is an example renewal email reminder that contains this new banner.

June 7th, 2023

Updated: Google Analytics updated to GA4

Agents can continue to use the HealthSherpa marketing tools with their new, Google Analytics 4 (GA4) property tags.

To update the property tag, navigate to your 'Marketing' tab, scroll to the Google Analytics section, and update your code to the GA4 property tag.

Google is retiring the previous property tag, Universal Analytics, on 7/1/23.

May 24th, 2023

Improved: Agency downline agent export now includes agent FFM Integration status

To help agencies keep their agents FFM integrated, we've updated our agency downline agent export to include FFM integration status.

Two new columns will appear on this export:

  • FFM Integration Status

  • FFM Integration Expiration Date

Agencies can use these columns to identify agents that need to link their accounts or might lose their integration status in the coming days.

May 5th, 2023

Medicare Referrals Program is live!

HealthSherpa has launched Medicare referrals, making it easy for agents to refer leads and receive referral bonuses.

To get started, navigate to your 'Bonuses' tab, select 'Medicare referrals', and enable the program by viewing and agreeing to the terms.

April 28th, 2023

Application change: Consumer communication preference now includes email, text, or both

The HealthSherpa application now offers consumers the ability to specify if they would like to receive their notices via email, text, or both.

If email or text is chosen as the preferred method of communication, a valid email address or phone number must be provided.

April 14th, 2023

Application update: Social Security Number reminder

We've added a Social Security Number (SSN) reminder to the application. This will help reduce Data Matching Issues (DMIs) and the risk of clients losing their coverage or financial assistance.

Agents can see this change when the checkbox is clicked for clients who do not have a SSN.

As a reminder, CMS requires a SSN on the application for the primary applicant, anyone applying for coverage, and any other income recipients. The only time this is not required is when someone does not have a SSN (e.g., an immigrant or newborn baby). However, alternative documentation will need to be provided.

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