Agent Resource Center

¿Qué hay de nuevo?

Lee sobre los últimos aumentos

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 Associates Program

Invite your agent colleagues to HealthSherpa and get paid.

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

Refer applications, get paid $50–$100+

We pay referral bonuses for any carrier you want to refer!

Written by Jordan Patch
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 accounts

Setting up an agency on HealthSherpa

Written by Carmen Lockhart
Updated this week

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

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

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

Converting your agent dashboard to Spanish

Written by Jordan Patch
Updated over a week ago

Blocking shared accounts & shared FFM IDs

On June 30th, we’ll be required 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