Interested in using EDE to submit applications, upload documents, and report changes on HealthSherpa directly? Great! To have access to those features you’ll just need to go through a quick ID proofing step.

This article covers:

How to get EDE approved:

1. When you log into your dashboard, you will see an “Enable EDE” button on the top - please click on this to begin the ID proofing process. 

2. This will take you to a page to verify your identity - you will enter your contact information here and then click "Continue".

3. This will then pull up the ID proofing questions based on personal credit history through CMS' partner, Experian.
Please note: These questions are pulled from your personal information, so please answer with your own information (not information about your business)

4. Upon successful ID proofing, you will be taken back to your dashboard and the "Enable EDE" button in the top of your dashboard will be gone. You now have access to EDE! 

How to resolve identity proofing issues:

If you experience issues while going through the Identity Proofing process, follow these steps & a member of our Agent Support team will be happy to assist you!

  1. Please verify your details and try once more - use the information that you provided to the National Insurance Producer Registry (NIPR)

  2. If the above does not work and you are still experiencing issues, please draft an email to agent_support@HealthSherpa.com. You will need to include these items in order for our team to assist you with troubleshooting:

    1. A color picture of government issued ID (e.g. Driver’s License, passport)

    2. Your NPN

    3. The username associated with your HealthSherpa account

  3. Our Agent Support team will respond within 2 hours on business days, if not sooner, to assist you

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