How it works:

Login and access your agent dashboard:

Click on "Clients", search for the client, and click on their name.

Scroll down to "Application history", and click the blue "Update" button.

From the “Actions” dropdown on the client details view, click “Report Changes”.

If you prefer to do these changes through, click the "Access Marketplace" in the upper right, and log with your FFM username and password. 

Search for the application using your client’s first name, last name, DOB, state, and year of coverage.

Once in the application, click “Report a Life Change” and update client’s information. 

Download the new Eligibility Letter, and click "Return to Enrollment Partner's Website"

Confirm and finalize the plan on HealthSherpa.

Your updates will now be reflected in your dashboard!

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