Video Summary
Want next-level tools to dominate this OEP? It’s time to level up your HealthSherpa experience—but only if you’re in The Brokerage, Inc. agency using our exclusive passcode.
In this must-attend webinar, you'll discover how joining our HealthSherpa hierarchy unlocks agent-only features that streamline your workflow, drive retention, and grow your book like never before.
You'll learn how to:
- Master Renewals Like a Pro
- Track Missing Docs & Effectuation Status
- Monitor Non-Payment & At-Risk Policies
- Use the Business Matrix to Manage Your Book
- View Year-over-Year Production Trends
These tools are available to agents in our hierarchy—and they’re built to help you win during OEP. If you're not in our HealthSherpa hierarchy, you're leaving tools—and commissions—on the table.
Join the webinar. Use the passcode. Gain the edge.
Timestamps
(3:55) Why HealthSherpa
About HealthSherpa
(8:02) Agency Accounts
Agency hierarchies, linking your account
(14:16) The TBI Advantage
Advantages, resources
(19:31) What's New
Renewal tasks, renewal factors, assess impact across your full book, consumer intake form, turbo renew
(40:33) Link & Launch
How to link your account, agency settings, agency FAQs, agent resources
