Video Summary
In this webinar, we review the latest updates in HealthSherpa. We'll cover essential topics, including how to effectively use the Resume link for AoR changes, consent documents, passive enrollments, Enrollee Assistance Program (EAP) and more.
Timestamps
(2:36) Understanding the Resume Link
Agent of Record changes, using the resume link
(15:28) Consent Forms and Review Link
Consent vs. attestation, review link, commons errors
(21:39) Passive Renewal Enrollments
Common problems for your clients
(26:52) Finding Documents
Documents due, marketplace notices
(32:50) Enrollee Assistance Program
What it is, how to participate, updating your carrier settings
(36:56) Referrals
Referrals through TBI
(39:45) Resources
Brokerage Bucks, trainings, contact information
