Help me out pros- this is the first year that I will be moving clients around on the exchange. Previously, I have just written new business through The Sherp.
How are you making changes to clients coming to you after they have created an account on .gov and want to change their current plan, purchased on .gov? Do you make them sign in and adjust/add your NPN? Can you start over on Sherpa?
What's the most efficient way of handling this? My phone is ringing off the hook, since our Co-op failed. Lot's of members floating in the wind, needing hands on help.
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How are you making changes to clients coming to you after they have created an account on .gov and want to change their current plan, purchased on .gov? Do you make them sign in and adjust/add your NPN? Can you start over on Sherpa?
What's the most efficient way of handling this? My phone is ringing off the hook, since our Co-op failed. Lot's of members floating in the wind, needing hands on help.
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