You can create your new account at this link: https://www.healthsherpa.com/agents/new_user
First, enter your email address and choose a strong password.
Then, enter in your name, company name, and preferred phone number.
Choose Agency settings. If you are an independent agent, and do not want to join / create an agency, please choose the 3rd option.
Add the states you are licensed in, and the check off the carriers you are appointed with. It is very important that this is accurate and up-to-date at all times.
Opt into the referral program - this allows you to get paid $25 for applications you write with carriers you are not appointed with. The list of carrier appointments is very important, as this is how we determine whether to process an application as a referral or not.
Enter your FFM username (this is the same username you use to log into portal.cms.gov) and verify your NPN. Please note you must enter in your personal address - not business address.
That’s it! You will then be directed to your client dashboard. Please review our other FAQ’s for instructions on using all of the features on our dashboard.