EVENT: PY27 OEP Readiness with HealthSherpa
OEP Is Changing. Get Prepared with HealthSherpa.
OEP is changing and the way agents prepare for it needs to change too.
New requirements surrounding agent authorization, identity proofing, consent capture, documentation, and compliance are creating more questions as we head into PY27.
What do the changes mean for your business? What do you need to do differently? And how can you stay focused on serving your clients without getting overwhelmed by increasingly complex workflows?
Join The Brokerage Inc. and HealthSherpa for PY27 OEP Readiness with HealthSherpa, an in-person event designed to help agents understand what is changing, what is staying the same, and how to prepare before OEP gets underway.
IN-PERSON SEATING IS SOLD OUT.
Virtual Seats Still Available.
What You'll Learn
The PY27 Regulatory Landscape—Translated
We'll break down key topics impacting agents, including authorization, identity proofing, consent requirements, documentation expectations, and the evolving role of three-way calls.
See HealthSherpa in Action
Get a live look at the HealthSherpa platform and see how authorization, consent capture, documentation, and other important workflows can be managed more efficiently.
Learn Through Real Agent Scenarios
Explore common challenges and mistakes involving SEP documentation, NPN/AOR protection, audit-ready consent workflows, and book-of-business retention.
Get Connected to the Support You Need
Learn where to access HealthSherpa agent support, submit product feedback, find escalation assistance through The Brokerage Inc., and access additional training resources ahead of OEP.
Why Attend?
Because the worst time to figure out a new workflow is when OEP is already underway.
This event is designed to help you gain clarity, ask questions, see practical solutions in action, and leave better prepared for the season ahead.
The rules may be changing. You don't have to navigate them alone.
Event Details
Date: October 7th
Time: 11:00 AM–2:00 PM
Location: The Brokerage Inc. Headquarters
Lunch and networking will be included.
IN-PERSON SEATING IS SOLD OUT.
Virtual attendance still available.
Register today and get ahead of the changes before OEP begins.
