The hosts explain the benefits of using HealthSherpa for ACA enrollments, including reporting, client management, and follow-up on data matching issues. The conversation examines agency workflows, consent, and the value of keeping an ongoing broker relationship with each client. They also discuss transparent lead generation and using enrollment technology to improve efficiency, service, and retention as an ACA book grows.
In this episode
- HealthSherpa enrollment tools
- Data matching issue follow-up
- Client reporting
- Consent
- Agency service and retention
Show notes
We have the absolute privilege of having Jordyne Cerullo the Director of Agency Sales at HealthSherpa. We talk about the explosive growth of HealthSherpa and why you should be using their tool for your ACA enrollments. We talk about changes coming soon and the state of the industry with ACA plans! Check out HealthSherpa here