Agent Resource Center

Getting Started Guide

Quoting, enrolling, follow-ups, tracking, and beyond.

Written by Jordan Patch
Updated over a week ago

HealthSherpa Overview Video

Written by Jordan Patch
Updated over a week ago

Is this product really free? (Yes, it is!)

No cost per month, no cost per enrollment — totally free.

Written by Jordan Patch
Updated over a week ago

What is Enhanced Direct Enrollment (EDE)?

EDE syncs your HealthSherpa and Healthcare.gov accounts.

Written by Jordan Patch
Updated over a week ago

How do I get approved to use EDE?

How to go through the Agent ID proofing process for EDE

Written by Carmen Lockhart
Updated over a week ago

Updating your Carrier Appointments

Here's why it's important

Written by Jordan Patch
Updated over a week ago

Creating your custom Marketing & Enrollment site

Written by Jordan Patch
Updated over a week ago

Importing Client and Leads

Written by Jordan Patch
Updated over a week ago

Enabling 2-Factor Authentication for your Account

Written by Jordan Patch
Updated over a week ago

Converting your agent dashboard to Spanish

Written by Jordan Patch
Updated over a week ago

FAQ

Written by Jordan Patch
Updated over a week ago

HealthSherpa Associates Program

Invite your agent colleagues to HealthSherpa and get paid.

Written by Jordan Patch
Updated over a week ago

Refer non-appointed, get paid $50–$100+

We pay $100 for applications you aren't appointed with!

Written by Jordan Patch
Updated over a week ago

Can HealthSherpa do all of my ACA enrollments for me?

Written by Carmen Lockhart
Updated over a week ago

HealthSherpa Platform Overview

Written by Carmen Lockhart
Updated over a week ago

Archiving Clients or Leads

Written by Jordan Patch
Updated over a week ago

Agency Tab (Only available for Agency Admin)

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

Bulk Renewal Email

Written by Jordan Patch
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

Quoting and Comparing Plans

Written by Jordan Patch
Updated over a week ago

Applications During Special Enrollment

Written by Jordan Patch
Updated over a week ago

Accessing HealthCare.gov

Written by Jordan Patch
Updated over a week ago

Stand-alone Dental Plans (SADPs) on HealthSherpa

Written by Jordan Patch
Updated over a week ago

What your clients see

Written by Jordan Patch
Updated over a week ago

Your Client's HealthSherpa Dashboard

Written by Jordan Patch
Updated over a week ago

All Complex Cases Now Supported!

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

Uploading Follow-up Documents

Written by Jordan Patch
Updated over a week ago

Follow-up document email notifications

You'll never need to track follow-up document statuses again.

Written by Jordan Patch
Updated over a week ago

Making a Payment

Written by Jordan Patch
Updated over a week ago

How to access your client's 1095-A form

Super easy access to 1095 docs

Written by Jordan Patch
Updated over a week ago

Getting FFM certified

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

My Account Settings

Written by Jordan Patch
Updated over a week ago

Resetting Your Password

Written by Jordan Patch
Updated over a week ago

Updating Your Contact Information

Written by Jordan Patch
Updated over a week ago

Contacting HealthSherpa Support

Written by Jordan Patch
Updated over a week ago