December 29th, 2023

Agents and agency admins can now access the EDE permission revoked export on their Exports tab.

This export is intended to help agents and agencies proactively identify any current plan year enrollments within their book of business where they do not have EDE permission, and their agent of record (AOR) status may be at risk.

Learn more here.

December 28th, 2023

Agency admins now have access to an agency version of the AOR at-risk clients export.

This export is accessible on the "Exports" tab, and flags any client where the AOR status is at risk for the admin's agency and downline agencies.

Learn more here.

December 19th, 2023

Agents working with an existing Lead can now choose to share a link that doesn't require the recipient to log in to view it. This can help avoid having to walk prospects through. the login and access process, streamlining conversations.

Note: this means that the consumer's activity will not be tracked or associated with the existing lead or application belonging to the Agent - new records will be associated with the Agent once the consumer takes an action such as starting an application.

December 4th, 2023

The client name now sorts by both last name AND first name. This ensures that your clients can return alphabetically.

Try it out by clicking the "Client" header in the table!

December 4th, 2023

The Providers search list now shows you the Providers that are in the same Zip code and state before showing you those outside of the zip code and state.

November 22nd, 2023

Agents can now filter their Client List by Plan Year. No more having to chase down applications by effective date!

November 21st, 2023

Agents can now pull an AOR at-risk clients export that identifies enrollments in the agent's book of business where their AOR status might be at risk.

Click here to learn more

November 17th, 2023

Agents are now given the total client count of their book of business, beyond the previous 10,000 limit.

November 14th, 2023

Agents can now search for clients and leads in their book of business using a FFM App ID or the last 4 SSN digits of any person on the enrollment.

October 31st, 2023

For almost all use cases, HealthSherpa now shows the agent "Other Party" information for the assistor and agent of record.

Agents will now see the first name, last initial, and NPN of the other party.

October 27th, 2023

To reduce agent confusion, we've cleaned up our view/edit application buttons. Agents can now click the "Edit application" button in the header or the "View or edit application" button on the application card to take action.

October 16th, 2023

HealthSherpa has added a permanent "Feedback" button so agents can provide feedback whenever they choose. The HealthSherpa team reads these daily for ways to improve the product.

October 4th, 2023

On a client details page, agents can now view the plan history.

To access, agents can scroll to the plans section and click the "View Plan History" button. This will open a table with all plans (ie, policies) associated with the application.

September 25th, 2023

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:

Learn more about the At-Risk Clients email.

September 21st, 2023

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

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 healthcare.gov when an agent double redirected to the consumer profile.

September 8th, 2023

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

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

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

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

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.

Check out our FAQ page to learn more, including how to access the courses.

June 30th, 2023

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.

Read more about Medicaid Unwinding here.

June 27th, 2023

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.

Learn more about the 2024 NBPP here.

June 23rd, 2023

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

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

Read more about HealthSherpa exports here.

June 9th, 2023

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

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

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

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:

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

To learn more about agent and agency exports, go here.

May 5th, 2023

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.

To learn more about the Medicare referral program, including how you can identify clients that are about to turn 65, click here.

April 28th, 2023

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

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.

January 10th, 2023

Agents and Agencies now have the option to send an automatic email to active clients reminding them about their unpaid binder payments 15, 5, and 1 day before the deadline.

These emails can be turned off from the ‘Settings’ tab.

Read the full article on this new feature here.