Agent Resource Center

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41 articles in this collection
Written by Zachary Ortiz, Zoe Sahmali, and Scott Sherratt

Getting Started

Getting Started Guide

Written by Zachary Ortiz
Updated over a week ago

HealthSherpa Platform Overview

Written by Zachary Ortiz
Updated over a week ago

What is Enhanced Direct Enrollment?

Written by Zachary Ortiz
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 Scott Sherratt
Updated over a week ago

Updating your Carrier Appointments

Written by Zachary Ortiz
Updated over a week ago

Creating your Landing Page

Written by Zachary Ortiz
Updated over a week ago

Importing Client and Leads

Written by Zachary Ortiz
Updated over a week ago

Enabling 2-Factor Authentication for your Account

Written by Zachary Ortiz
Updated over a week ago

Converting your agent dashboard to Spanish

Written by Zachary Ortiz
Updated over a week ago

FAQ

Written by Zachary Ortiz
Updated over a week ago

Opportunities

HealthSherpa Associates Program

Invite your agent colleagues to HealthSherpa and get paid.

Written by Zachary Ortiz
Updated over a week ago

HealthSherpa Referral Program

Written by Zachary Ortiz
Updated over a week ago

Can HealthSherpa do all of my ACA enrollments for me?

Written by Scott Sherratt
Updated over a week ago

Your Dashboard

HealthSherpa Platform Overview

Written by Zoe Sahmali
Updated over a week ago

Archiving Clients or Leads

Written by Zachary Ortiz
Updated over a week ago

Agency Tab (Only available for Agency Admin)

Written by Zoe Sahmali
Updated over a week ago

Leads Tab

Written by Zachary Ortiz
Updated over a week ago

Clients Tab

Written by Zachary Ortiz
Updated over a week ago

Exporting your Book of Business

Written by Zachary Ortiz
Updated over a week ago

Using your Direct Link

Written by Zoe Sahmali
Updated over a week ago

Bulk Email For Renewals

Written by Zachary Ortiz
Updated over a week ago

Viewing Application Agent of Record

Written by Zachary Ortiz
Updated over a week ago

Quoting & Enrollment

All Complex Cases Now Supported!

Written by Zachary Ortiz
Updated over a week ago

Quoting and Comparing Plans

Written by Zachary Ortiz
Updated over a week ago

Stand-alone Dental Plans (SADPs) on HealthSherpa

Written by Zachary Ortiz
Updated over a week ago

Applications During Special Enrollment

Written by Zachary Ortiz
Updated over a week ago

Accessing HealthCare.gov

Written by Zachary Ortiz
Updated over a week ago

What your clients see

Written by Zachary Ortiz
Updated over a week ago

Your Client's HealthSherpa Dashboard

Written by Zachary Ortiz
Updated over a week ago

Updating Apps

Renewals

Written by Zachary Ortiz
Updated over a week ago

Reporting a Life Change

Written by Zachary Ortiz
Updated over a week ago

Uploading Documents

Written by Zachary Ortiz
Updated over a week ago

Making a Payment

Written by Zachary Ortiz
Updated over a week ago

How to access your client's 1095-A form

Written by Zachary Ortiz
Updated over a week ago

HC.gov Info

Getting FFM certified

Written by Zachary Ortiz
Updated over a week ago

Updating your CMS password

Written by Zachary Ortiz
Updated over a week ago

CMS Contact Information

Written by Zachary Ortiz
Updated over a week ago

Administration

My Account Settings

Written by Zachary Ortiz
Updated over a week ago

Resetting Your Password

Written by Zachary Ortiz
Updated over a week ago

Updating Your Contact Information

Written by Zachary Ortiz
Updated over a week ago

Contacting HealthSherpa Support

Written by Zachary Ortiz
Updated over a week ago