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
(1:48) Protecting Yourself & Your Clients
Getting security in place, consent forms
(9:08) Quoting
Preparing to run a quote, running a quote, household information, comparing plans
(19:10) Finding the Value
Finding the best plan for your clients
(22:47) Enrolling
Application questions, eligibility letter, consent
(38:08) Data Matching Issues (DMI)
Reporting a change, following up, documents due
(46:31) Resources
Brokerage Bucks, trainings
