The Producer Portal enhancements that will cut your time in HALF have been released! Check out what's new!
View in browser
Producer Portal Updates HubSpot Banner - Stacked (1)

The changes you've been waiting for are here!🎉

 

You will notice that the application is much quicker than before and we want to walk through what is NEW! Scroll down to find a downloadable 'how to' guide and a live drive video by our VP of Sales, Michelle Berndt! 

Removing Redundancies

Before, you had to click "NEXT" after every step, even if there was nothing to fill out! Now, you can easily glide through the application in HALF the time. 

Removing Medical Questions

What was obtained via the medical questionnaire can now be accomplished with the Program Disclosure Attestation. It is still important to ask your Member about their medical history to enroll them in the correct Program and educate them on limitations and waiting periods.

Member Agreement Extension

Although the deadline to sign the Member Agreement will be extended to 72 hours after the Active Date, we still encourage the Member to log into their Portal while they are on the phone with you and complete the last step. 

How to Enroll a Member Document

This document will take you through the enrollment process step-by-step with screenshots and all! This document also includes the emails the Member receives after enrollment and troubleshooting tips.

Download Here!

NEW Live Drive Video

Our VP of Sales, Michelle Berndt, has recorded an in-depth walkthrough of the Producer Portal, including how to navigate the different tabs, how to provide a quote and enroll a Member, and filter and review reports. 

Log into your Producer Portal TODAY!

Producer Portal

Producer Compliance Standards

OneShare has implemented a Producer Compliance Standards policy to ensure our contracted partners are aware of corrective/disciplinary measures to be taken upon noncompliance with our policies and standards.

Click Here to Review the Policy!

Have questions? Reach out to ProducerSupport@OneShareHealth.com

Facebook
LinkedIn
Twitter
Instagram

onesharehealth.com, 1125 Executive Circle, Suite 130, Irving, Texas 75038, 682-651-7400

Unsubscribe Manage preferences