OneShare Health's Producer Portal

The Producer Portal is your home base for all your OneShare Health Information.

You should have received a Welcome Email from OneShare Health with your credentials to log in and create a password.

 

OshXpress Workspace

Features available in the Producer Portal!

OSH_Producer-Suggestion_Hero

 

  • Provide a Quote

  • Enroll a Member

  • Enrollment Dashboard

  • Detailed Member Reports

  • Commission Dashboard

  • Commission Statements

  • Marketing Materials

 

Frequently Asked Questions

  • What are the signature options for signing the Member Agreement?

    The Member can sign their Member Agreement via Text or Email.

  • Can I track the status of Member enrollments in progress?

    Yes, on the home page of OSHXpress, you will see a list of prospects you have quoted and began to enroll. There is a column named “Enrollment Progress”. Here you will see a progress bar of where the prospect is at in the enrollment process. Once the prospect is enrolled as a Member, they will fall off the home page and be added to the “All Members” Report.

  • What does the onboarding process look like in OSHXpress?

    Step 1: Fill out and submit Contract
    Once a Producer receives their onboarding link, they’ll complete a form with their information to pre-populate their contract and required documents based on their commission level. OSHXpress will then redirect them to Sign-Now to sign and submit their contract.

    Step 2: Training
    Once their Contract is submitted, they will receive an email from

    no-reply@verify.onesharehealth.com with the Producer Portal credentials to start and complete their training.

    Step 3: Final Review and Approval Process
    After their training is complete, the Contracting Department will conduct a background check and final review. Once approved and activated, the Producer will receive a welcome email and gain access to their reports and enrollment links.

  • How can I send a contracting link to onboard a downline producer?

    If you have been approved to onboard Producers in your downline, you will see the tab named “Onboarding Links” at the top of your producer portal. Here you will find onboarding links by commission level. You can copy and paste the link into an email or click on the link and enter the producer’s email address that you wish to get contracted. If you enter the producer’s email address, the producer will receive an email to confirm their email address and proceed with completing their onboarding documents.

  • Can I see the contracting progress of my downline producers?

    Yes, you can see what stage the Producer is in during the contracting process, their status, and commission level. The Producer’s status will be captured once their contract has been submitted to OneShare.

  • How long does it take for a producer to become an Active Producer with OneShare Health?

    The onboarding process is self-paced. Producers may become active within 24-48 hours based on when they finish, all steps included, within the onboarding process.