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Agent Help Center & FAQ
Agent Help Center & FAQ
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
+1
26 articles in this collection
Written by
Carmen Lockhart,
Eva Schulteis,
Jordan Patch
and 1 other
What's New: Product Update Log
Stay up to date on the latest improvements
Written by
Jeff Kriege
Updated over a week ago
Getting Started
How to create a HealthSherpa for Agents account
This article walks through the account creation process, which agents need to go through in order to use HealthSherpa for ACA enrollments.
Written by
Eva Schulteis
Updated over a week ago
HealthSherpa Overview Video
Written by
Jordan Patch
Updated over a week ago
Opportunities
Refer applications, get paid up to $125!
We pay referral bonuses for any carrier you want to refer!
Written by
Jordan Patch
Updated over a week ago
Your Dashboard
HealthSherpa Platform Overview
Written by
Carmen Lockhart
Updated over a week ago
Archiving Clients or Leads
How to archive and unarchive either a single or multiple contacts in bulk. Also, how to see archived contacts.
Written by
Eva Schulteis
Updated over a week ago
Agency accounts
Setting up an agency on HealthSherpa
Written by
Carmen Lockhart
Updated over a week ago
Leads Tab
Written by
Jordan Patch
Updated over a week ago
Clients Tab
Written by
Jordan Patch
Updated over a week ago
Exporting your Book of Business
Written by
Jordan Patch
Updated over a week ago
Viewing your clients' Marketplace Notices
See all notices your client receives from Healthcare.gov
Written by
Jordan Patch
Updated over a week ago
Viewing Application Agent of Record
Written by
Jordan Patch
Updated over a week ago
Using your Direct Link
Written by
Carmen Lockhart
Updated over a week ago
Quoting & Enrollment
Search Marketplace
Add existing applications to your HealthSherpa dashboard
Written by
Jeff Kriege
Updated over a week ago
Multiple Enrollment Groups (Split Policies)
Enroll in different plans on the same application
Written by
Jeff Kriege
Updated over a week ago
Window Shopping pre-OEP
Get a jump start on OEP plan selection in mid-October
Written by
Jordan Patch
Updated over a week ago
Post-submission
Why is there no ‘Pay Now’ button in my client’s profile?
Written by
Jordan Patch
Updated over a week ago
Renewals
How to renew your clients, fast
Written by
Jordan Patch
Updated over a week ago
Reporting a Life Change
Written by
Jordan Patch
Updated over a week ago
HC.gov Info
Getting FFM certified
How to complete Federally Facilitated Marketplace (FFM) Certification
Written by
Jordan Patch
Updated over a week ago
Updating your CMS password
Written by
Jordan Patch
Updated over a week ago
CMS Contact Information
Written by
Jordan Patch
Updated over a week ago
Administration
Blocking shared accounts & shared FFM IDs
Starting June 30th, 2021, CMS required all enrollment platforms to block multiple people from sharing accounts or from sharing FFM IDs
Written by
Jeff Kriege
Updated over a week ago
Resetting Your Password
Written by
Jordan Patch
Updated over a week ago
Contacting HealthSherpa Support
Written by
Jordan Patch
Updated over a week ago
Your Carrier Settings
Manage your licensed states, appointed carriers, and referred carriers
Written by
Jeff Kriege
Updated over a week ago