Learn Healthsherpa Now, Not With a Client on the Line

HealthSherpa Medicare training, Thursday, October 8 at 1:00 PM Central

It's late October, your client is finally ready to enroll, you've got them on the phone, and you're clicking through a platform you've opened twice, hoping the next screen is the one you need.

The October 8 training is where you get ahead of that call. HealthSherpa Medicare is another electronic enrollment option available to you, and this is a live walkthrough with the people who use it every day.

Three Things You'll Walk Out With

A login that actually works. Stephanie sets up your HealthSherpa Medicare account with you, live. You finish the hour with a working account, not another line on your to-do list.

Quotes you can run while they're still talking. The quoting and plan comparison tools, and how to move between them when a client is weighing options in real time. No more "let me pull that up and call you back."

An enrollment you won't have to redo. The full workflow, start to finish. Fast matters in November. Clean matters more, and rework in the middle of AEP is the most expensive hour you'll spend.

Event Details

Thursday, October 8, 2026

1:00 PM Central

Live Webinar

Hosted by Stephanie Gonzalez, with Laurie Hurst and Kathryn Buckley

Open to agents and agency owners contracted with The Brokerage. Especially worth your hour if this is your first or second AEP.

One week before AEP opens. An hour now costs you a lot less than an hour in the middle of October.

Questions? Reach Stephanie Gonzalez at [email protected]