ACA Plan Changes and Marketplace

Almost everytime I go to change a clients plan, I have to do a 3-way call now. This is for active clients with my npn attached. Not sure why this is happening so frequently, and wanted to know if anyone else has had this experience?

Again, I don't mean for new client with different agent; this is for my current clients that want to change plans. Sherpa says that you can send them a link and they can enroll, but that didn't work.
 
Almost everytime I go to change a clients plan, I have to do a 3-way call now. This is for active clients with my npn attached. Not sure why this is happening so frequently, and wanted to know if anyone else has had this experience?

Again, I don't mean for new client with different agent; this is for my current clients that want to change plans. Sherpa says that you can send them a link and they can enroll, but that didn't work.
If they AUTO renewed this year for 2025 or 2024 plan year, you have to do a 3 way call to select a plan. Do the app, then call to pick plan
 
We haven't been seeing that. Only on the apps we've had to change AOR's on. I actually just changed someones plan for 2/1 and didn't have to do it.

Are you using Sherpa? We've had a lot of agents have issues with AOR things with Sherpa and they've had to "fix" accounts because something in the connection with the MP was broken.
 
We haven't been seeing that. Only on the apps we've had to change AOR's on. I actually just changed someones plan for 2/1 and didn't have to do it.

Are you using Sherpa? We've had a lot of agents have issues with AOR things with Sherpa and they've had to "fix" accounts because something in the connection with the MP was broken.
Yes, this was with Sherpa, and the one yesterday, really didn't make any sense. I was the only agent to ever work with this lady and have had her for two years, with no break in coverage. We updated her plan in December for this year, and yesterday we went to add a child that lost medicaid coverage, and then at the end it said 3-way call required.

The agent at MP said that they were requiring more of these calls now, even with an active agent. I don't know if that's true, or if he just wanted to give me some kind of answer.
 
Yes, this was with Sherpa, and the one yesterday, really didn't make any sense. I was the only agent to ever work with this lady and have had her for two years, with no break in coverage. We updated her plan in December for this year, and yesterday we went to add a child that lost medicaid coverage, and then at the end it said 3-way call required.

The agent at MP said that they were requiring more of these calls now, even with an active agent. I don't know if that's true, or if he just wanted to give me some kind of answer.
I bet if you call again, the MP will give you a diff answer. I would email Sherpa support and let them know it's happening. They may find a bug
 
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