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New Tool to Speed Up Open Enrollment

Nov. 25, 2025

(Applies to Individual and Family Markets)

Why it matters: Open Enrollment is hectic. The new IFM Shop & Enroll Intake Form – powered by HealthSherpa – makes it faster and easier to get client information.

How it works:

  1. Send the secure digital form to one client, or your entire book of business.
  2. Clients enter their details.
  3. Information flows straight into your account—no back-and-forth emails or paper forms.

What you get:

  • Organized client data in one place.
  • Fewer Marketplace errors and data matching issues.
  • Everything you need to quote and submit applications quickly.

Bottom line: The intake form is a simple, reliable way to make Open Enrollment smoother—for you and your clients. Use the link in your dashboard and start saving time today.