Overview
The Zorro API sends the majority of application details to Health Sherpa in a new tab. While this connection saves significant time, it's important to note that you must still review and ensure the application is complete before submission. This is not an instant solution—you'll need to take action to finalize each application.
Step-by-Step Instructions
Step 1: Access Enrollments
Log in to your account and navigate to the Enrollments section.
Step 2: Select an Employee
Click on the employee link for an individual who has submitted an election.
Tip: Use the status filter to find employees with "Election Submitted" status for easier navigation.
Step 3: Start the Application
Within the employee's enrollment screen, click Start Application.
Important: Ensure you're also logged into the carrier system to confirm application details.
Step 4: Validate Key Information
On the first screen, verify the following information matches what's reflected in the carrier system:
Plan details
Listed applicants
Premium amount
Coverage period
Step 5: Generate Payment Method
Click the "Confirm and Generate Payment Method" button.
Step 6: Continue to Payment
Select "Continue" to proceed.
Note: For detailed information about payments and Zorro Pay, please refer to our dedicated help center articles.
Step 7: Select Health Sherpa Option
Choose the Health Sherpa option from the available choices.
Step 8: Open Health Sherpa
Click "Continue to Health Sherpa" to begin the application in a new tab.
Important: Not all enrollments can be completed via Health Sherpa. Please refer to our "Carriers Supporting Enrollments via Health Sherpa" help center article for a complete list of supported carriers.
Step 9: Review Auto-Populated Information
Once in Health Sherpa, the Zorro API connection will automatically fill in fields. However, you must validate all fields and information to ensure accurate application submission.
Step 10: Verify Application Details
To ensure accuracy:
Click the "View Application Details" button
Confirm that all details within Health Sherpa match those listed in Zorro
Review all pre-populated fields carefully
Step 11: Update Payment Information
After submitting the application, update:
Payment status
Which party handles the payments
Step 12: Complete Documentation
To finalize the process:
Attach any relevant application submission evidence showing the application was submitted
If necessary, send communications to the employee with their required actions