Siga las instrucciones aquí para traducir esta página a otro idioma usando Chrome.

Join one of our upcoming agent training sessions where you can learn about your 'HealthSherpa for Agents' account or dig into a variety of micro topics. Webinars typically include live demonstration of our platform, Q&A discussion, and often have several training dates available.

We are currently offering the following training webinars:

Watch recordings of current and snoozed webinars

Learn more about agency features

All who register for a 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.

Join us as we discuss significant proposed changes likely coming to the ACA under the Marketplace Integrity and Affordability Proposed Rule.

This webinar is 1 hour, and is presented in English or Spanish

HealthSherpa 101 is a comprehensive agent platform training. This session is perfect for agents new to the platform or folks who want to get a refresher course on the platform as a whole. This webinar provides a walkthrough of the HealthSherpa for Agents account, live demonstration of our platform, and Q&A discussion. We cover topics such as:

This webinar is 1 hour, and is presented in English or Spanish

This webinar is designed for agents who are already well-versed on the HealthSherpa for Agents platform. Join us as we explore important settings, time saving reports, and take a deep dive into topics selected LIVE by attendees during the session!

This webinar is 1 hour, and is presented in English

Join us as we discuss ways to better understand your unique consumers' needs, how to leverage plan shopping tools within HealthSherpa, and other ACA sales topics.

This webinar is 1 hour, and is presented in English or Spanish

The HealthSherpa Enrollee Assistance Program is a program that offers agents the opportunity to work with HealthSherpa to ensure their clients have the best enrollment experience possible.

This webinar is 1 hour, and presented in English.

Special Enrollment Periods (SEPs) are certain timeframes outside of the annual Open Enrollment Period (OEP) when a consumer can can enroll in ACA coverage or change ACA plans.

In this webinar we will review Qualifying Life Events (QLEs) that can result in SEPs, documentation that may be required to verify SEP eligibility, and how to handle different enrollment scenarios.

This webinar is 1 hour, and is presented in English

This training will focus on capturing consent, where and how to do that within HealthSherpa, consent management, and other compliance related topics.

This webinar is 45 minutes, and presented in English

Below you will find the latest recordings of current webinars being offered as well as the final installments of any webinars we've retired.

Current webinars:

Snoozed webinars:

HealthSherpa 101 is a comprehensive agent platform training. This session is perfect for agents new to the platform or folks who want to get a refresher course on the platform as a whole. This webinar is 1 hour, and presented in English.

HealthSherpa 101 in English training deck

HealthSherpa 101 es una plataforma integral de capacitación para agentes. Esta sesión es perfecta para agentes nuevos en la plataforma o personas que desean recibir un curso de actualización sobre la plataforma en su conjunto. Este seminario web dura 1 hora y se presenta en español.

HealthSherpa 101 en Español plataforma de entrenamiento

This webinar is designed for agents who are already well-versed on the HealthSherpa for Agents platform. Join us as we explore important settings, time saving reports, and take a deep dive into topics selected LIVE by attendees during the session! This webinar is 1 hour, and presented in English.

HealthSherpa 201 training deck

Join us as we discuss ways to better understand your unique consumers' needs, how to leverage plan shopping tools within HealthSherpa, and other ACA sales topics. This webinar is 1 hour, and presented in English.

Selling ACA Plans training deck

Join us as we discuss significant changes coming to the ACA under the Marketplace Integrity and Affordability Rule.

ACA changes training deck

Únase para revisar los cambios significativos que llegarán a la ACA bajo la Regla de Integridad y Asequibilidad del Mercado.

Presentación de los cambios de la ACA aquí.

The HealthSherpa Enrollee Assistance Program is a program that offers agents the opportunity to work with HealthSherpa to ensure their clients have the best enrollment experience possible. This webinar is 1 hour, and presented in English.

The HealthSherpa Enrollee Assistance Program training deck

Special Enrollment Periods (SEPs) are certain timeframes outside of the annual Open Enrollment Period (OEP) when a consumer can can enroll in ACA coverage or change ACA plans.

In this webinar we will review Qualifying Life Events (QLEs) that can result in SEPs, documentation that may be required to verify SEP eligibility, and how to handle different enrollment scenarios. This webinar is 1 hour, and presented in English.

Special Enrollment Periods (SEPs) training deck

This training will focus on capturing consent, where and how to do that within HealthSherpa, consent management, and other compliance related topics. This webinar is 45 minutes, and presented in English

Compliance & consent training deck

We will discuss frequently asked questions agents have when first getting into the ACA and walk through account creation and setup within HealthSherpa. This webinar is 45 minutes, and presented in English.

New to ACA? Start here training deck

Join us as we discuss Data Matching Issues (DMIs) & SEP Verification Issues (SVIs), how and why to resolve these when they occur, leveraging the post-enrollment tools within your HealthSherpa account, and other common questions agents have around helping consumers effectuate. This webinar is 45 minutes, and presented in English.

Post-enrollment: ensure your consumers effectuate training deck

This training is for agents new to the platform who could benefit from a deep dive into the quoter, the application, and plan selection. This webinar is 1 hour, and presented in English.

Quote, apply, and select a plan using HealthSherpa for Agents training deck

As of July 19, 2024, CMS blocks agents and brokers from making changes to a consumer’s FFM enrollment unless the agent is already associated with the consumer’s enrollment. This applies to all agent-assisted enrollment applications across all enrollment platforms. Join us as we walk through this change and review how you can proceed with enrollments using HealthSherpa. This webinar is 1 hour, and presented in English.

CMS System Issues & Invalid Action error training deck

If you want to learn more about our unique Agency features, learn more here.

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