Agent Resource Center | Healthsherpa Help Center

Agent Resource Center

39 articles in this collection
Written by Zachary Ortiz, Zoe Sahmali, and Ryley Donohoe

Getting Started

Getting Started Guide

Written by Zachary Ortiz
Updated this week

HealthSherpa Platform Overview

Written by Zachary Ortiz
Updated this week

What is Enhanced Direct Enrollment?

Written by Zachary Ortiz
Updated this week

How do I get approved to use EDE?

How to go through the Agent ID proofing process for EDE

Written by Ryley Donohoe
Updated over a week ago

Updating your Carrier Appointments

Written by Zoe Sahmali
Updated over a week ago

Creating your Landing Page

Written by Zoe Sahmali
Updated over a week ago

Importing Client and Leads

Written by Zoe Sahmali
Updated over a week ago

FAQ

Written by Zoe Sahmali
Updated over a week ago

Opportunities

HealthSherpa Associates Program

Invite your agent colleagues to HealthSherpa and get paid.

Written by Zachary Ortiz
Updated this week

HealthSherpa Agent Referral Program

Written by Zachary Ortiz
Updated this week

Can HealthSherpa do all of my ACA enrollments for me?

Written by Ryley Donohoe
Updated over a week ago

Join HealthSherpa's FMO

Written by Zoe Sahmali
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 Zoe Sahmali
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 Zoe Sahmali
Updated over a week ago

Clients Tab

Written by Zoe Sahmali
Updated over a week ago

Exporting your Book of Business

Written by Zoe Sahmali
Updated over a week ago

Using your Direct Link

Written by Zoe Sahmali
Updated over a week ago

Bulk Email For Renewals

Written by Zoe Sahmali
Updated over a week ago

Quoting & Enrollment

Quoting and Comparing Plans

Written by Zoe Sahmali
Updated over a week ago

Stand-alone Dental Plans (SADPs) on HealthSherpa

Written by Zachary Ortiz
Updated this week

Applications During Special Enrollment

Written by Zoe Sahmali
Updated over a week ago

Accessing HealthCare.gov

Written by Zoe Sahmali
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 Zoe Sahmali
Updated over a week ago

Complex Cases that redirect to healthcare.gov

Written by Zachary Ortiz
Updated this week

Updating Apps

Renewals

Written by Zoe Sahmali
Updated over a week ago

Reporting a Life Change

Written by Zoe Sahmali
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 this week

HC.gov Info

Getting FFM certified

Written by Zoe Sahmali
Updated over a week ago

Updating your CMS password

Written by Zoe Sahmali
Updated over a week ago

CMS Contact Information

Written by Zoe Sahmali
Updated over a week ago

Administration

My Account Settings

Written by Zoe Sahmali
Updated over a week ago

Resetting Your Password

Written by Zoe Sahmali
Updated over a week ago

Updating Your Contact Information

Written by Zoe Sahmali
Updated over a week ago

Contacting HealthSherpa Support

Written by Zoe Sahmali
Updated over a week ago