Agent Resource Center

25 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

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 applications, get paid $50–$100+

We pay $100 for applications you refer to us!

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

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

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

Resetting Your Password

Written by Jordan Patch
Updated over a week ago

Contacting HealthSherpa Support

Written by Jordan Patch
Updated over a week ago