Enrollment platforms that boost efficiency and drive growth

Any Medicare contracts you have with PSM will be on the platform at no cost to you. This complimentary access includes downline agents as well.

With rich data and reporting, you can access detailed agent performance metrics and organization-wide as well as user-level reporting to keep track of key insights and progress.

Full-featured APIs allow you to easily push data into SunFire or pull insights into your CRM, providing a wide array of existing APIs along with custom and advanced solutions to meet your specific needs.

By leveraging third-party verification, you can boost accretion and retention while transforming how seniors buy health insurance through transparency, trust, and innovation. SunFire's highly trained Advocate team improves accuracy across plans, providers, and drugs, helping to reduce CTMs and increase accretion.

Add your NPN to the end of this URL
https://www.sunfirematrix.com/app/consumer/yourmedicare/NPN#
(Check out the training video on this topic: https://www.ymtrainingvideos.com/). You can
also access a copy of your PURL link in the Profile section.

Approximately 95% of your clients will be able to submit applications and enroll directly through HealthSherpa. There are a few exceptions. 

Due to guidelines from CMS and Healthcare.gov, the following rare cases cannot be handled by HealthSherpa and must be managed by Healthcare.gov.

American Indian and Alaskan Natives

Applicants with home addresses in a different state than where they are applying for coverage

Applicants with no home address

Applicants who are not planning to file a tax return

Married applicants who are not filing a joint tax return

Applicants responsible for a child 18 or younger who lives with them but is not included on tax return

Applicants who are offered coverage through their job, someone else’s job, or COBRA

Applicants with dependent children who are over 25 or who are married

Applicants with dependent children (under 21) who are not applying for coverage

Applicants with dependent children living with a parent not on their tax return applying for coverage

You can create a free HealthSherpa for Agents account by following the steps on this page.

We recommend that you input accurate and complete information for all of these steps. If you make a mistake, you can update your information later by visiting Settings in your account.

You can reach out to Agent Support at any point for assistance.

You can track your enrollments in your HealthSherpa agent dashboard under the Clients tab. This will show your full book of business enrolled through your HealthSherpa dashboard with visibility into client and plan information as well as application status updates.

Enhanced Direct Enrollment (EDE) is a CMS-approved technology. HealthSherpa was the first to implement EDE and is one of the only enrollment platforms that has this new technology.
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EDE allows HealthSherpa to fully integrate with Healthcare.gov so you can do applications entirely on HealthSherpa without being redirected to Healthcare.gov. 

e-SSENTIALS is a life insurance sales technology platform powered by iPipeline that helps support quoting, underwriting, electronic applications, policy delivery, and reporting workflows.

The platform is designed to help simplify life insurance processes, improve efficiency, and support agents throughout the sales lifecycle from quote to policy delivery.

Features may include quoting tools, underwriting support, electronic applications, policy delivery capabilities, reporting, and workflow management resources.

e-SSENTIALS is designed for insurance professionals looking to improve efficiency and support life insurance sales activities.

Agents can complete the request form on this page to inquire about complimentary access opportunities available through PSM Brokerage.