Step By Step on Health Sherpa
AC

Amber Contreras

Created Dec 14, 2023

Step By Step on Health Sherpa

18
    h

Powerhouse Financial Independence Network, LLC

21 Steps
1

1. Click on Quote On-Ex

Click on Quote On-Ex
2

2. Type in the client's zip code

Type in the client's zip code
3

3. click on the number of people in their taxable household

click on the number of people in their taxable household
4

4. Add the age or Date of Birth

Add the age or Date of Birth
5

5. Identify the Sex at birth of the client

Identify the Sex at birth of the client
6

6. Add their household income

Add their household income
7

7. This is the of their premium tax credit

This is the of their premium tax credit
8

8. Click on Add a doctor or hospital (optional)

Click on Add a doctor or hospital (optional)
9

9. Click on Add prescriptions (optional)

Click on Add prescriptions (optional)
10

10. Click on the Carriers you have contracted with

Click on the Carriers you have contracted with
11

11. Click on the silver plans have the biggest savings overall

Click on the silver plans have the biggest savings overall
12

12. (optional)

(optional)
13

13. Choose 2-5 plans to compare. Click on Compare plans

Choose 2-5 plans to compare. Click on Compare plans
14

14. When you find the plan that is best, click on Add to cart

When you find the plan that is best, click on Add to cart
15

15. Click on Start application

Click on Start application
16

16. Enter the following information OR

Enter the following information OR
17

17. Click on Or search by SSN

Click on Or search by SSN
18

18. Fill in the information

Fill in the information
19

19. Click on Search the Marketplace

Click on Search the Marketplace
20

20. If their plan auto renewed, it may show that they are already enrolled for 2024. Click apply and take them through the application to verify their information and change anything that is different from last year.

If their plan auto renewed, it may show that they are already enrolled for 2024. Click apply and take them through the application to verify their information and change anything that is different from last year.
21

21. If they have not applied for insurance on the marketplace, then you will start a new application for the client.

Well done!
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