Agents | Healthsherpa Help Center

Getting Started

What is HealthSherpa

Written by Erica Phipps
Updated this week

How does HealthSherpa work?

Written by Erica Phipps
Updated this week

How much doesHealthSherpa cost?

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Updated this week

Can HealthSherpa help me with state licensing or carrier contracting?

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Updated this week

Who is the Broker of Record

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Updated this week

Where can I track all of my enrollments?

Written by Erica Phipps
Updated this week

How do I get FFM (Federally-Facilitated Marketplace) certified?

Steps to get FFM (Federally-Facilitated Marketplace) certified

Written by Erica Phipps
Updated today

Does HealthSherpa work with State-Based Marketplaces?

Written by Erica Phipps
Updated over a week ago

Do you offer any training?

Written by Erica Phipps
Updated over a week ago

Quoting

How can I control which insurance carriers are displayed with my HealthSherpa website link?

Written by Erica Phipps
Updated over a week ago

How do I send quotes to my clients?

Written by Erica Phipps
Updated over a week ago

What plans can clients choose from?

Written by Erica Phipps
Updated over a week ago

What if the client is not applying for a tax credit? Do clients still have to go through the double redirect?

Written by Erica Phipps
Updated over a week ago

How can I quote and send applications for California and other state based exchanges?

Written by Erica Phipps
Updated this week

How can I quote and send applications for Marketplace Group Plans (SHOP)?

Written by Erica Phipps
Updated over a week ago

Are off exchange plans available via HealthSherpa?

Written by Erica Phipps
Updated over a week ago

Applications

During OEP 2016, there were no double redirects. Now every application has a double redirect during SEP 2017. What happened?

Written by Erica Phipps
Updated over a week ago

Can all of my clients enroll through HealthSherpa?

Written by Erica Phipps
Updated over a week ago

When redirected back to HealthSherpa, the client’s application cannot be enrolled. The final enrollment page on HealthSherpa says that no one on the application is eligible for coverage. Why can’t HealthSherpa enroll them?

Written by Erica Phipps
Updated over a week ago

What other errors can lead to non-enrolled, unfinished applications?

Written by Erica Phipps
Updated over a week ago

Error "oops" page or a red banner on the HealthSherpa enrollment page says that this application could not be enrolled at this time. Why did this happen?

Written by Erica Phipps
Updated over a week ago

Post Enrollment

During OEP 2016, eligibility letters were stored on the agent dashboard and were emailed to clients. Now the eligibility letters have been removed. What happened?

Written by Erica Phipps
Updated over a week ago

My client submitted an application and received a confirmation email. However, the client does not appear on my agent dashboard. Why did this happen and am I the Agent of Record?

Written by Erica Phipps
Updated over a week ago

After enrollment, a blue access button is displayed. What is that for?

Written by Erica Phipps
Updated over a week ago

For my double redirect applications, the blue access button does not auto populate my FFM username and I cannot log into Healthcare.gov. What can I do to log into Healthcare.gov?

Written by Erica Phipps
Updated over a week ago

I used the blue access button to report a life change/ update client information. But when I try to "return to enrollment site", I am unable to select a new plan. How can I do this?

Written by Erica Phipps
Updated over a week ago

When I look up my archived applications on my enrollments tab, the archived applications have a “Quote” button and/or a “Resume” button. What are those for?

Written by Erica Phipps
Updated over a week ago

Where can I export my enrollment information?

Written by Erica Phipps
Updated over a week ago

How can I import information into my HealthSherpa account?

Written by Erica Phipps
Updated over a week ago

Agent Of Record

I recently tried calling Healthcare.gov but the Marketplace representative said that I am not an authorized user. I thought I was the Agent of Record. What happened?

Written by Erica Phipps
Updated over a week ago

My client's application appears on my agent dashboard. However, when I call the insurance company, they do not have an agent listed on the application. Why did this happen?

Written by Erica Phipps
Updated over a week ago

Application Tips & Tricks

Compatible web browsers

Written by Erica Phipps
Updated over a week ago

Child-only enrollment

Written by Erica Phipps
Updated over a week ago

Different plans for each family member

Written by Erica Phipps
Updated over a week ago

Client does not have an email address

Written by Erica Phipps
Updated over a week ago

Misspelling of client’s name

Written by Erica Phipps
Updated over a week ago

Client wants to enroll without a subsidy

Written by Erica Phipps
Updated over a week ago

Difference in premium/subsidy

Written by Erica Phipps
Updated over a week ago

Use partial tax credit

Written by Erica Phipps
Updated over a week ago

Full tax credits not being used

Written by Erica Phipps
Updated over a week ago

Change plans

Written by Erica Phipps
Updated over a week ago

Report a life change (income etc.)

Written by Erica Phipps
Updated over a week ago

Terminate application in Healthcare.gov

Written by Erica Phipps
Updated over a week ago

Deleting applications

Written by Erica Phipps
Updated over a week ago

Healthcare.gov

Healthcare.gov Log-in

Written by Erica Phipps
Updated over a week ago

HealthSherpa FMO FAQ

What are the benefits of joining the HealthSherpa FMO?

Written by Erica Phipps
Updated over a week ago

How do I join the HealthSherpa FMO?

Written by Erica Phipps
Updated over a week ago

How are commissions paid through my sub-appointments with HealthSherpa?

Written by Erica Phipps
Updated over a week ago

Agency

Creating an Agency Account

Written by Erica Phipps
Updated over a week ago

Leaving an Agency

Written by Erica Phipps
Updated over a week ago