HealthSherpa Agent Blog
We’re here for you, so you can be there for your ACA clients.
How a 1-year old agency hit the ground running with HealthSherpa
In our first Agency highlight, we caught up with Jose Santana, the co-founder of UWorld, to hear how his Agency was able to quickly establish their ACA business in a competitive market. Click here to learn more about UWorld’s story and why they got started with HealthSherpa.
You can report client life changes during SEP with HealthSherpa
See how you can quickly report changes with a HealthSherpa account, and get an email template to kick start your client outreach. Click here to see how easy it is to report changes with HealthSherpa.
How HealthSherpa helps agents safely assist their ACA clients
HealthSherpa offers agents a CMS-approved alternative for ACA enrollments. Learn how we can help you service clients remotely. Click here to learn more about how HealthSherpa can help your business during COVID-19.
What agents need to do before MLMS “goes dark” on 7/17/20
As an ACA agent or broker, make sure you have the important 2020 information you need from your CMS enterprise portal before you lose access to it mid-July. Click here for directions on retrieving your certification.
Secure your ACA book with Two-Factor Authentication
According to Security Magazine, 58% of all cyberattacks target small businesses. Learn more about a HealthSherpa security feature that keeps your ACA book, and your clients, safe. Learn more about two-factor authentication.
Group Agents — how you can serve clients through lay-offs
Like many professions, the group health insurance industry is entering uncharted waters. We’ve put together a downloadable playbook with steps on how to keep your business afloat if your book shrinks. Click here to get your copy.
May 2020: Pulse of the ACA Market
More than 300 HealthSherpa agents shared how COVID-19 has affected their business, and whether client behavior is different compared to enrollments before the pandemic. Click here to get your copy.
6 small changes that streamline your online ACA business during COVID-19
The COVID-19 pandemic is going to have a lasting effect on your brick and mortar operation. Here are our tips on how to make remote work easier to manage and also save you time. Click here to read more.
How to handle common COVID-19 health insurance scenarios
Unusual SEP QLE’s are going to become more common due to the COVID-19 pandemic and recession. We’re sharing some guidance from CMS’s recent FAQ, so you can be prepared to service your clients. Click here to read more.
How to project a client’s income during the COVID-19 Recession
We’ve put together some tips on estimating income for Martketplace applications as well as this downloadable worksheet that you can either send or work through with your client. Click here to get your copy.
What should I cover with a client who lost employer coverage?
Many laid-off Americans are reaching out to ask questions about their coverage options without enrolling. Use this checklist and downloadable guide to educate these clients and save time. Click here to get your copy.
My client lost their job, can they sign up for an ACA plan?
It’s important for ACA agents to know that job loss alone does not qualify clients for a Special Enrollment Period (SEP) for Federal Marketplace health insurance plans. Click here to read more.
Special enrollment periods: what agents need to know to get clients enrolled
If you’re new to writing ACA plans or usually do most of your business during the Open Enrollment Period, here are the basics of what you need to know about SEP’s. Click here to read more.
COVID-19 stimulus bills, your clients, and their ACA coverage
So far, 3 stimulus packages have been passed to help health systems, economic sectors, and the American people battle and recover from the COVID-19 pandemic. To save you time, here is the key information to know for your clients from these bills. Click here to read more.
Projecting an underemployed client’s income during the coronavirus pandemic
As a health insurance agent, you’re almost guaranteed to meet new clients who have no idea when they’ll be employed again. Here is some tangible information to help you and your clients guess their projected income today. Click here to read more.
Servicing your clients during the COVID-19 pandemic
As the number of COVID-19 cases rise, agents will field more calls from existing and potential clients. Here’s some guidance on what agents can do for their clients and community. Click here to read more.
A Message to Agents and Brokers about COVID-19
There hasn’t been much downtime since OE7, and we want to thank agents for the work they will do in the coming weeks as the COVID-19 pandemic unfolds. Click here to read more.
What agents and their clients need to know about IRS Form 1095-A
Form 1095-A is an opportunity to provide year-round value to your clients. Here’s information on what you can do for your clients this tax season through your HealthSherpa account. Click here to read more.