Uncomplicated Agent Onboarding is the Solution.

New Agent Onboarding Overview

To begin your journey with us, choose from the appropriate onboarding links tailored to your role and needs. Here's what you can expect during the onboarding process:

We have streamlined a simple and efficient onboarding process to get you started with HealthyAmerica Quickly. Here's what you can expect:

1. From filling out the paperwork;
2. Getting your welcome email and attached PDF welcome letter;
3. To getting your easy HA compliance online training course links;
4. And beginning to solicit business!

Onboarding Links

Choosing the right onboarding option is the first step to becoming a part of the HealthyAmerica team. Below, you'll find various links tailored to different roles. Select the one that best suits your needs. If you need help deciding, don't hesitate to reach out to us at 800-964-8331. We're here to guide you!

HA in the descriptions below mean HealthyAmerica.

Sub-Agents of These FMOs

If you are contracting through one of the following Field Marketing Organizations (FMOs) or wish to contract with them, please use the links below to complete the appropriate paperwork. If you have any quetsions regarding the links or your FMO, feel free to contact them directly or call us at 800-964-8331. We are more than happy to assist you. For compensation discussions under the FMO, you should reach out to the FMO directly.

These links are tailored to ensure a seamless onboarding experience with each FMO.

How Our Onboarding Process Works

Joining HealthyAmerica is designed to be a smooth and efficient experience. Here's a detailed look at what happens once you have completed your onboarding link:

Step 1:
System Entry & Agent Code Assignment

• Completion of Paperwork:
  After you submit your completed onboarding paperwork, our team will begin the process of entering your information into our system.
• Agent Code Assignment:
  You will be assigned a unique Agent Code, which is crucial for tracking your sales and managing your commissions effectively.

Step 2:
Welcome Email

• Welcome Letter:
  You will receive a welcome email containing a comprehensive welcome letter. This document will provide all the essential information you need to hit the ground running.
• Next Steps:
  The welcome letter will outline the next steps in your journey with HealthyAmerica, ensuring you have a clear understanding of what to except as you start marketing our products.

Step 3:
Compliance and Training Module

• HA Compliance Training:
  Complete the HealthyAmerica Compliance modele. This quick and straightforward online course is designed to familiarize you with our compliance standards and expectations.
• Review Agent Guides:
  It is important that you review the available Agent Guides for state variations and other important things to know about our plans.

Once you have completed these steps, you will be fully onboarded and ready to begin marketing with HealthyAmerica. Our support team is always available to assist you should you have any questions or need further guidance during your onboarding process. Welcome aboard, and we look forward to your success!

View our Sample Welcome Letter

Welcome to the HealthyAmerica family! Our Sample Welcome Letter is designed to provide you with essential insights and resources as you embark on your journey with us. The letter is available in a convenient PDF format, with clickable links to streamline your onboarding experience. Below are some of the key features highlighted in our welcome packet:

Online Compliance Training Course & Quiz

To ensure that all new agents are well-versed in our compliance rules and procedures, we have created a concise online compliance training course accompanied by a short quiz. This training is a vital part of your onboarding process, designed to familiarize you with the essential compliance standards required for representing our products.

Course Structure

• Compliance Training Module:
  This module provides an overview of our compliance rules, focusing on the key areas you need to understand to operate within our guidelines.

Quiz Details

• Compliance Quiz:
  Following the training, you will take a short quiz to test your understanding of the material. A score of 70% or above is rquired to pass.

Certificate of Completion

• Upon passing the quizzes, your training certificate will be automatically generated and filed. This certificate is a necessary document for compliance purposes, ensuring that you have met the training requirements.

Retake Policy

• If you do not achieve the passing score on your first attempt, you are welcome to retake the quiz as many times as needed until you reach or exceed the 70% threshold. We designed the quizzes to be straightforward, respecting your time while ensuring you understand the key concepts.

Importantance of Compliance Training

Completing this training is crucial not only for compliance but also for building a strong foundation in understanding how to represent our products effectively. We aim to make this process as seamless and efficient as possible, supporting you in your journey with us.

For any questions or further assistance regarding the training, please do not hesitate to contact our support team. We are here to help you succeed!

Tech Savy and User Friendly Enrollment Platforms and API

Our IT team has developed highly user-friendly enrollment platforms along with robust APIs to provide our producers with a range of favorable enrollment opportunities that cater to their diverse needs. Below, we showcase the various types of enrollment options available:

Unique Enrollment Links

Our intuitive web-based enrollment system allows you to enroll clients quickly and efficiently. It features a straightforward interface that simplifies the enrollment process for both agents and clients.

- Links can be branded
- Simple to Use
- Direct Client sharing

By leveraging these unique enrollment links, you can provide a more efficient service to your clients while ensuring that your work is accurately credited.

API for Your Enrollment Platform

Our API offers customization options to suit your specific business needs. Whether you're looking to integrate with existing systems or develop new functionalities, our API provides the necessary flexibility.

- We provide API with all documentation
- You add to your Enrollment Platform
- Always have current Plan Info

Utilizing our API will not only streamline your operations but also enhance the service you provie to your clients. To start using API, simply request more information using the link above.

InsureSync CRM & Enrollment

InsureSync is a comprehensive CRM and enrollment platform designed to simplify and streamline your insurance marketing efforts and manage your client relationships.

- Seamless ACA Enrollment
- EasyAdd Ancillary to ACA
- Has full CRM capabilities

InsureSync CRM and Enrollment is an essential tool for insurance agents looking to enhance their client management and enrollment processes. With its CMS-approved ACA enrollment, EasyAdd ancillary feature, and full CRM capabilities, InsureSync empower you to provide top-notch service and meet the diverse needs of your clients efficiently.

We cater to working with quality Agencies

Working with top-quaity agencies is our passion. We understand the unique needs of agencies and are dedicated to providing innovative solutions that enhance your operations. Our commitment to technology and superior compensation opportunities sets us apart as a partner of choice. Below are some of the highlighted tools and resources available to our agency partners:

Advanced Technology Solutions

• State-of-the-Art CRM Systems:
  Our CRM systems through InsureSync are designed to streamline your client management processes, offering seamless integration with your existing tools. This allows for efficient tracking of client interactions and improved relationship management.
• Automated Workflow Capabilities:
  Automate routine task and processes to save time and reduce the potential for errors. Our InsureSync system support automated communication and follow-ups, ensuring you stay connected to your clients without added effort.

Comprehensive Marketing Support

• Customized Marketing Materials:
  Gain access to a library of customized marketing materials tailored to your agency's needs. These resources are designed to enhance your outreach efforts and effectively communicate your value proposition to potential clients.
• Targed Campaign Assistance:
  We provide guidance and support for developing targeted marketing campaigns. Our expertise helps you reach the right audience with the right message, maximizing your impace and coversion rates.

Comprehensive Compensation Packages

• Top-Tier Commission Structures:
  Enjoy competitive commission structures that reward your agency's success. Our compensation paackages are designed to align with your growth goals and ensure you receive fair compensation for your efforts.
• Performance Incentives:
  Take advantage of various performance-based incentives through the year. We recognize and reward agencies that consistently deliver results, offering additional opportunities for earning through periodic performance bonuses.

Dedicated Support and Training

• Access to Expert Guidance:
  Our team of experts is always available to provide guidance and support. Whether you need assistance with a complex case or advice on best practices, we are here to help you succeed.
• Comprehensive Training Programs:
  Participate in training programs designed to enhance your team's skills and knowledge. Our training covers everything from product knowledge to sales techniques, ensuring your agency is equipped to excel.

New Plan Designs

We are always working to develop plans that can become your number one plan you offer to your clients. We also can work with you to develop plans that best suit your needs.

- Develop Plans to Suit Your Agency
- Top Level Compensation Available

Simple Sub-Agent Onboarding

Our streamlined sub-agent onboarding process is designed to make it easy for you to get started and manage your sub-agents efficiently.

- Tailored Onboarding process
- Flexible Compensation Options
- Efficient Management Tools

Top Compensation Opportunities

Ensuring competitive and rewarding compensation is a priority, and we are committed to offering top-tier options that align with your business goals.

- Level or Heaped Top Compensation
- One-check Agency Setup
- Choice of Advanced or Earned^*

Understanding Compensation Structures

When engaging with our compensation packages, it's important to recognize that certain requirements and conditions may apply.

*Eligibility Criteria:
Compensation structures may necessitate specific production levels to qualify. This ensures that agents and agencies are achieving a standard of performance that aligns with our business goals.

For further clarification or assistance in selecting the right compensation structure for your needs, please contact our team. We are here to support your success and ensure that you have all the information necessary to make the best choices for your business.

Get in Touch with Us

For more information on how we can support your agency with these tools and resources, please contact Molly Powell, our VP of Marketing, at 800-964-8331 ext 201 or email her at molly.powell@healthyamerica.biz. We look forward to partnering with you and support your agency's growth and success!