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Resource Center for Carrier Agents
Resource Center for Carrier Agents
For single-Carrier whitelabeled accounts
30 articles in this collection
Written by
Carmen Lockhart
and
Jordan Patch
Getting Started
Getting Started Guide for Agents
Written by
Jordan Patch
Updated over a week ago
What is Enhanced Direct Enrollment?
Written by
Carmen Lockhart
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
Creating your Landing Page
Written by
Carmen Lockhart
Updated over a week ago
Importing Clients and Leads
Written by
Carmen Lockhart
Updated over a week ago
Enabling 2-Factor Authentication for your Account
Written by
Carmen Lockhart
Updated over a week ago
Your Dashboard
Clients Tab
Written by
Carmen Lockhart
Updated over a week ago
Leads Tab
Written by
Carmen Lockhart
Updated over a week ago
Archiving Clients or Leads
Written by
Carmen Lockhart
Updated over a week ago
Exporting your Book of Business
Written by
Carmen Lockhart
Updated over a week ago
Using your Direct Link
Written by
Carmen Lockhart
Updated over a week ago
Bulk Renewal Email
Written by
Carmen Lockhart
Updated over a week ago
Agency Tab (Only Available for Agency Admin)
Written by
Carmen Lockhart
Updated over a week ago
Quoting & Enrollment
Quoting and Comparing Plans
Written by
Carmen Lockhart
Updated over a week ago
Applications During Special Enrollment
Written by
Carmen Lockhart
Updated over a week ago
Accessing HealthCare.gov
Written by
Carmen Lockhart
Updated over a week ago
What Your Clients See
Written by
Carmen Lockhart
Updated over a week ago
Your Client's HealthSherpa Dashboard
Written by
Carmen Lockhart
Updated over a week ago
Updating Apps
Renewals
Written by
Carmen Lockhart
Updated over a week ago
Reporting a Life Change
Written by
Carmen Lockhart
Updated over a week ago
Uploading Documents
Written by
Carmen Lockhart
Updated over a week ago
Making a Payment
Written by
Carmen Lockhart
Updated over a week ago
How to access your client's 1095-A form
Written by
Carmen Lockhart
Updated over a week ago
HealthCare.gov Info
Getting FFM Certified
Federally Facilitated Marketplace (FFM) Certification
Written by
Carmen Lockhart
Updated over a week ago
Updating Your CMS Password
Written by
Carmen Lockhart
Updated over a week ago
CMS Contact Information
Written by
Carmen Lockhart
Updated over a week ago
Administration
Your Account Settings
Written by
Carmen Lockhart
Updated over a week ago
Resetting Your Password
Written by
Carmen Lockhart
Updated over a week ago
Updating Your Contact Information
Written by
Carmen Lockhart
Updated over a week ago
Contacting HealthSherpa Support
Written by
Carmen Lockhart
Updated over a week ago