Video Summary
Discover how HealthSherpa can revolutionize your health insurance enrollment process. In this webinar, we dive into more complex topics such as consent forms, eligibility letters, and data matching issues. Find out how following up with your clients keeps their information up-to-date and secure. Learn how to navigate the Healthcare.gov redirect with a walkthrough of the process.
Timestamps
(1:42) Consent
Obtaining a consent form
(5:30) Enrolling
Checking for an existing account, application review consent, uploading consent forms
(12:33) Referrals
Setting up referrals
(17:10) Eligibility Letter
Reading an eligibility letter
(19:30) Data Matching Issues (DMI)
Fixing DMI
(22:31) Following Up
Checking in with your clients for updated information, outstanding documents
(25:23) Multiple Plans
How to navigate multiple plans in a household
(28:25) Reporting a Change
How to update information correctly
(30:53) Example
Example clients
(32:49) Healthcare.gov Redirect
Explaining the redirect, possible uses
(39:38) Resources
Contact information
