Agent Resource Center

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

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

FAQ

Written by Jordan Patch
Updated over a week ago

What's New: Product Update Log

Stay up to date on the latest improvements

Written by Jeff Kriege
Updated over a week ago

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

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

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

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

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