FAQs

Question	Answer
For the Enrollment Deeplink, the plan HIOS ID is a required parameter. How do I know what plans are available?	You can use the Quote API to determine which plans are available for a particular member, and to power shop experiences. You can also ask your Account Manager for a list of available plans including all available HIOS ids.
How do I reconcile enrollments?	Deeplinking has an external_id parameter that allows you to include a unique identifier for your client. This can be the CRM record ID, for example. For status updates, you can subscribe to the Webhook API and receive updates upon status changes. You can also manually download enrollment exports that includes the external_id and complete the reconciliation offline.
What happens if an application is accidentally duplicated via deeplink? Does the application still go through?	This would result in a duplicate submission. Agents or administrators can view their previous submissions via the HealthSherpa dashboard prior to submitting an application to ensure it is not a duplicate.
Do premium payments occur in-flow?	Currently, in-flow payments are only supported for Cigna plans. Otherwise, premium payments are redirected to the appropriate carrier.
What if a member requests a plan change or otherwise requires an application resubmission?	Deeplinking can only support new applications. If there is a change necessary for an existing application, the agent or admin would need to access the application record via the HealthSherpa dashboard associated with your agency to update and resubmit. The new application record will reflect on subsequently downloaded exports.
Do I need a separate login for each person completing the application within HealthSherpa?	No, authentication is not required for enrollment submissions.