Agent Platform Training

Live agent platform training sessions are available to help you learn about your HealthSherpa for Agents account.

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Written by Amber Dotson
Updated this week

Join a live platform training webinar to learn about your new HealthSherpa for Agents account or to get a refresher course. There are typically several training dates to choose from, so reserve a spot today!

All who register for an upcoming webinar will receive a copy of the recording afterwards. So, even if you aren't available during a scheduled training time, you can still benefit from the information simply by registering for a session.

What is covered during the training?

Our webinar provides a walkthrough of the HealthSherpa for Agents account, live demonstration of our platform, and Q&A discussion. We cover topics such as:

  • Creating an account

  • Important account settings

  • Dashboard overview

  • The HealthSherpa application

  • Using the quoter

  • Plan selection

  • Post-enrollment tools

  • And much more!

Are there recordings of recent agent training webinars available?

Absolutely! See below for recent recordings of Agent Training webinars in English and Spanish.

  • HealthSherpa for Agents training webinar in English. TIP: using the 'chapters' icon within the video control panel provides viewers with the ability to navigate easily through different sections of the training.

  • HealthSherpa for Agents training webinar in Spanish

How to learn about our unique Agency features

If you want to learn more about our unique Agency features, learn more here or watch a recent overview of these features in English. TIP: using the 'chapters' icon within the video control panel provides viewers with the ability to navigate easily through different sections of the training.

  • Review our HealthSherpa Agency features in English

Additional Resources

Have questions? Contact our Agent Support Team at (888) 684-1373 or agent_support@healthsherpa.com.

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