2 Health Sherpa
Health Sherpa Checklist:
Here is a quick checklist to keep you on track.
Click Sign Up Now
"Join agency" Code: 39dd
Select states you are licensed in
Referrals ON
Integrate your CMS/FFM and enable EDE
Submit W-9
Create Bill.com Account
**If you have an existing Health Sherpa account and it DOES NOT have a section for Clients, Bonuses, etc. then you need to create a new account." Open the following link in an incognito window or log out and clear cookies before you proceed.
USE THIS LINK TO CREATE YOUR HEALTH SHERPA ACCOUNT
USE THIS LINK TO CREATE YOUR HEALTH SHERPA ACCOUNT
******* There are 3 Types of accounts. White Lable AKA UHC ONLY with join code 1750. Refer Only Accounts Join Code 3599 and FULL SERVICE Join Code 39dd. The FULL SERVICE account can do both the Refer AND the UHC. With the FULL SERVICE account you will not need the other two!
1. Use this link to create the correct Health Sherpa account.
» If you have an existing account make sure it is the right type (See above)
» If your Health Sherpa is connected to another AGENCY you will need to make a new one.
2. Click Sign Up Now
» Create Email and Password for login
» Fill in your info
3. "Join agency" Code: 39dd
» This is the Join Code for a FULL SERVICE HealthSherpa account!
» If you have an existing account that is the correct type you can add this in Settings
******* There are 3 Types of accounts. White Lable AKA UHC ONLY with join code 1750. Refer Only Accounts Join Code 3599 and FULL SERVICE Join Code 39dd. The FULL SERVICE account can do both the Refer AND the UHC. With the FULL SERVICE account you will not need the other two!
4. Select states you are licensed in
» You can always add to this list
5. Referrals ON
» Check appointed for UHC and Referrals for everyone else
6. Integrate your CMS/FFM and enable EDE **You cannot do this until your CMS certs are done
» FILLER
7. Submit W-9
» HealthSherpa will prompt you on the bonuses page
8. Create Bill.com Account
» HealthSherpa will prompt you
