Group 65
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Agent Resource Center
Agent Resource Center
45 articles in this collection
Written by
Carmen Lockhart
and
Jordan Patch
Getting Started
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
Opportunities
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 $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
Your Dashboard
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
Quoting & Enrollment
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
Post-submission
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
HC.gov Info
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
Administration
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