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Agents have access to reporting within the HealthSherpa account to help prioritize renewal work during Open Enrollment Period (OEP) and increase efficiency.

In this article we’ll cover:

Renewals reporting is not applicable for HealthSherpa Enrollee Assistance Full-Service account types.

Agents can access a Renewals tab within the Clients page of the HealthSherpa account. The Renewals tab displays the full client list associated with the HealthSherpa account and dynamically updates when changes take place.

HealthSherpa gives agents visibility into their active renewal activity and into consumers who passively renewed into the current plan year.

At the top of the tab, agents can use the Active renewals and Passive renewals toggle to switch between the two views. Each view includes its own columns, filters, and actions, which are described in the sections below.

The Active renewals toggle displays all consumers connected to the HealthSherpa account who have active renewal activity. Agents can use this list to prioritize their renewal outreach by reviewing the risk factors and possible consequences associated with each consumer.

To narrow the list, agents can enter a consumer’s first or last name into the search bar or use the dropdown filters. When using filters, begin by selecting the desired renewal period. The Renewal period filter allows agents to review renewal activity for a specific plan year, including the current renewal period. Next, filter by specific data points as needed.

Callout cards above the list calculate the number of enrollments in each renewal progress status. Agents can also select a callout card to quickly filter the list to show only consumers with that progress status.

Agents can use the Bulk email clients button to send bulk renewal emails to multiple consumers at once. To narrow the list of recipients, use the filters or select the checkbox next to a consumer's name to identify consumers who should receive the email.

The Passive renewals toggle displays consumers who passively renewed into the current plan year. A consumer appears in this view if the agent was the writing agent on the consumer’s most recent active renewal or claimed that renewal into the agent’s HealthSherpa account.

Beginning in plan year 2028, the Marketplace will passively renew coverage for consumers who qualify, but consumers who are passively renewed will lose their subsidy eligibility. Agents can search & claim a consumer’s most recent application into the HealthSherpa account to start an active renewal.

Only consumers whose most recent active enrollment was in plan year 2023 or later appear in this view. For example, a consumer whose most recent active enrollment was in plan year 2022 does not appear, even if they passively renewed into the current plan year.

Passive renewals display only for certain Premier Partner carriers. These carriers share updates with HealthSherpa so agents can see the most accurate information and help consumers stay covered.

To narrow the list, agents can enter a consumer’s first or last name into the search bar or use the 2027 progress filter.

An active renewal takes place when a consumer updates their Marketplace application during OEP and selects a new plan for the upcoming plan year. With consent, agents can assist consumers with active renewals.

Passive renewals are designed to help consumers maintain uninterrupted coverage, even if they take no action during OEP. Passive renewals are designed to be a safety net so consumers can maintain coverage, but reaching out to the consumer and completing an active renewal is recommended.

CMS automatically crosswalks consumers to new health plans when:

Consumers who have opted out of Batch Auto Re-enrollment (BAR) will not be crosswalked and therefore will not passively renew.

Batch Auto Re-enrollment (BAR) is a process used by Marketplaces to ensure consumers who are currently enrolled in Qualified Health Plans (QHPs) and do not engage in new plan selection by the end of OEP retain coverage for the upcoming plan year.

BAR is a behind-the-scenes process that CMS begins in October each year and continues through December. Consumers may be included in the BAR process at any point during this time. CMS creates a new FFM application ID and selects a plan for the consumer, then sends this information to carriers to passively renew the consumer.

Consumers may choose to opt out of BAR.

CMS prioritizes BAR for consumers based on enrollment effective dates. Consumers with effective dates earlier in the year will likely be part of initial BAR waves, whereas consumers with effective dates later in the year may be part of later waves.

CMS considers the most recent plan effective date for consumers during these waves.

Unchecking the Auto-renew this plan for [upcoming plan year] checkbox within a client’s Details tab indicates the consumer wishes to opt out of passive renewal (BAR) for the upcoming plan year. If CMS has already started BAR for this consumer, the passive renewal will be canceled by CMS.

Unchecking this box will not impact a consumer’s coverage for the existing plan year.

An FFM application ID may be visible for the upcoming plan year if CMS has already performed BAR for the consumer:

The Auto-renew this plan for [upcoming plan year] checkbox only appears just before the annual OEP and remains live through December 31.

Yes. The list of carriers leaving the ACA markets in certain states is available here.

For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Support@HealthSherpa.com, or by chat directly from your account.