Video Summary
In this webinar, insurance expert Michelle McLaren gives tips on how to use HealthSherpa effectively. Learn about HealthSherpa platform, SEPs, fraud prevention, and more. Gain insights on the setup process, quoting, enrollment, and post-support. Enhance your expertise and sales strategies.
Timestamps
(1:18) What is the SEP?
When it is, who's eligible, why we have a SEP
(9:25) Setting Up HealthSherpa
Why use HealthSherpa? Creating an account, setting up referrals
(20:28) Navigating HealthSherpa
How to navigate the HealthSherpa dashboard
(22:53) Quoting
Client information, comparing options
(29:47) Consent Form
Must have a consent form to enroll clients
(34:22) Enrolling
Application questions
(44:50) Eligibility Letter
How to read the eligibility letter
(46:36) Follow Ups
Following up with your clients
(50:08) Fixing Data Matching Issues
Policies for fixing DMI
(54:47) Reporting a Change
How to update your clients information
(56:39) Questions
Agents ask questions
