Tech Training Videos to Accelerate Your Path to Production

Tech Training Videos to Accelerate Your Path to Production

Training videos for Simply Enroll, HealthSherpa for Medicare, AgencyBloc, and MedicarePRO, from contact import and export to full platform walkthroughs.

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What's New in HealthSherpa Medicare This AEP

What's New in HealthSherpa Medicare This AEP

HealthSherpa Medicare quotes can now include an Enroll on Medicare.gov button for PDPs and non-commissionable MAPDs. Plus UHC HRA and signature updates and a new BEQ limit.

healthsherpamedicareaep2027hraenrollment
NEWS: HealthSherpa: Simplify Client Consent and Authorization for PY27

NEWS: HealthSherpa: Simplify Client Consent and Authorization for PY27

HealthSherpa now lets agents request client consent and PY26/PY27 authorization in one workflow. Agents can also send requests in Spanish and track authorization status through client and enrollment exports.

agentauthorizationhealthsherpaconsentpy27
NEWS: ACA Agents - HealthSherpa agent authorization goes live Monday

NEWS: ACA Agents - HealthSherpa agent authorization goes live Monday

ACA agent authorization goes live on HealthSherpa October 12. Get the key dates, tips for a smoother process, resources, and support contacts so your clients stay with you this OEP.

aca agentshealthsherpaagent authorizationoct 12
Learn Healthsherpa Now, Not With a Client on the Line

Learn Healthsherpa Now, Not With a Client on the Line

It's late October, your client is ready to enroll, and you're clicking through a platform you've opened twice. Live HealthSherpa training Thursday, October 8 at 1:00 PM Central.

medicarehealthsherpaenrollmenttrainingwebinaraep
EVENT: PY27 OEP Readiness with HealthSherpa

EVENT: PY27 OEP Readiness with HealthSherpa

OEP is changing. Join The Brokerage Inc. and HealthSherpa for a live, hands-on event covering PY27 updates, compliance workflows, and tools designed to help simplify your OEP preparation. Register now.

healthsherpaeventpy27oep readiness

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