Welcome to HealthSherpa!

We are the leading enrollment platform for Marketplace plans and completely free for agents. 

This guide will help you get started using HealthSherpa. 

Here's what we will cover: 

  1. Navigating your dashboard
  2. Enhanced Direct Enrollment
  3. How to quote
  4. Applications
  5. Post enrollment tools & App maintenance
  6. HealthSherpa's Referral Program
  7. Contacting agent support / Help Center

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Navigating your dashboard

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HealthSherpa's dashboard will help you manage all of your Marketplace business. You can track leads, enrollments and much more. 

Watch the video on how to navigate your HealthSherpa dashboard:

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Enhanced Direct Enrollment

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Enhanced Direct Enrollment (EDE) is a new CMS technology. HealthSherpa was the first to implement EDE and is one of the only enrollment platforms that has this new technology.

Enhanced Direct Enrollment allows HealthSherpa to fully integrate with Healthcare.gov so you can do applications entirely on HealthSherpa without being redirected to healthcare.gov. 

Turning EDE on

Before you can access the benefits of EDE, you will need to get EDE approved. You can do this in less than a minute by clicking Get EDE approved from your dashboard. 

Once you are EDE approved, you can do all Marketplace follow ups directly from HealthSherpa: 

Because we are fully integrated with healthcare.gov you can do all of the following directly on HealthSherpa: 

  • Get current status of application on Healthcare.gov
  • Identify required follow ups
  • Make first payment
  • Upload documents
  • Report Life Changes
  • Renew plans (with pre filled applications!)
  • Download eligibility results and 1095A tax forms
  • Plus more

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How to quote

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You can start a quote by clicking on the Quote button on the top of your dashboard. 

Here are just a few things you can do when quoting: 

  • Shop for the plans available based on zip code
  • Identify initial eligibility and savings
  • Filter by premium, deductible, metal levels, network type and more
  • Additional filters for prescription drugs and providers
  • You can also share a quote with your client via email

Watch a video on how to quote using HealthSherpa: 

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Applications

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Because we are fully integrated with healthcare.gov through Enhanced Direct Enrollment, once you get EDE approved you can submit applications directly on HealthSherpa without being redirected to healthcare.gov. 

Renewal applications are even easier! Renewals will be prefilled with your client's information. 

Watch this video to see an EDE application from start to finish:

Most agents can complete a new application in less than 10 minutes (renewals are even faster). 

A small number (~5%) of applications with "complex cases" will require a redirect to healthcare.gov, but don't worry, we will identify these for you and redirect you to healthcare.gov when necessary. View a list complex cases here

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Post enrollment tools & App maintenance

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With Enhanced Direct Enrollment, maintaining applications can be done directly from HealthSherpa. Once you have completed an enrollment, you can do all of the following directly from HealthSherpa.

  • Make first payment
  • Upload documents
  • Report Life Changes
  • Change Plans

Watch our video on maintaining apps on HealthSherpa: 


Adding clients to HealthSherpa

You can also add a client that already enrolled on healthcare.gov (or another Marketplace platform) to HealthSherpa!

To do this, use the Search Marketplace button on the top of your dashboard to find and add clients to HealthSherpa. Once added, you can maintain those apps completely on HealthSherpa.

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HealthSherpa's Referral Program

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HealthSherpa's referral program is designed to help agents get paid for applications they would not usually get paid for. 

Turn on your referrals feature and we will pay you for any applications with carriers that you are not appointed with. 

How it works

When you turn referrals on, each time a client chooses a plan with a carrier you are not appointed with, you can refer this client to HealthSherpa. HealthSherpa will become the Agent of Record and send you a referral payment for every successful application. This includes SEP applications!

Because HealthSherpa only writes ACA, you can continue working with these clients for any other insurance products you are writing. 

Important: Please ensure that the states you are licensed in and the carriers you are appointed with are always up-to-date -- when your referral setting is on, this is how we know which carriers you are appointed with.

Learn how to update your states and carriers here. 

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Contacting Agent Support / Using the Help Center

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We are open year-round Monday - Friday from 8am to 4pm PT.

If you have any questions, issues or just want to share feedback on the platform you can reach us by phone, chat or email. 

  • Phone: (888) 684-1373
  • Email: agent_support@healthsherpa.com
  • Chat:  you can chat with us directly from your dashboard by clicking on the chat icon in the bottom right of your dashboard

For more information on HealthSherpa, visit our agent Resource Center. These resources can also be found in the Help Center at the top of your dashboard.  

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You are all set! 

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