Video Summary
In this webinar, we guide you through the quote and enrollment process on HealthSherpa, breaking it down into easy-to-follow steps. We'll ensure you're equipped with the necessary tools and knowledge to confidently quote and enroll your client's in health insurance plans.
Timestamps
(1:08) Protecting Yourself & Your Clients
Getting security in place, consent forms
(8:14) Quoting
Preparing to run a quote, running a quote, household information, comparing plans
(22:31) Finding the Value
Finding the best plan for your clients
(25:09) Enrolling
Application questions, eligibility letter, consent
(36:56) Data Matching Issues (DMI)
Reporting a change, following up, documents due
(43:53) Resources
Brokerage Bucks, trainings
