Resource Center for Agents

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

Getting Started

Getting Started Guide for Agents

Written by Zachary Ortiz
Updated this week

What is Enhanced Direct Enrollment?

Written by Ryley Donohoe
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 this week

Creating your Landing Page

Written by Zoe Sahmali
Updated this week

Importing Clients and Leads

Written by Zoe Sahmali
Updated this week

Your Dashboard

Clients Tab

Written by Ryley Donohoe
Updated this week

Leads Tab

Written by Zoe Sahmali
Updated this week

Archiving Clients or Leads

Written by Zoe Sahmali
Updated this week

Exporting your Book of Business

Written by Zoe Sahmali
Updated this week

Using your Direct Link

Written by Zoe Sahmali
Updated this week

Bulk Email for Renewals

Written by Zoe Sahmali
Updated this week

Agency Tab (Only Available for Agency Admin)

Written by Zoe Sahmali
Updated this week

Quoting & Enrollment

Quoting and Comparing Plans

Written by Zoe Sahmali
Updated this week

Applications During Special Enrollment

Written by Zoe Sahmali
Updated this week

Accessing HealthCare.gov

Written by Zoe Sahmali
Updated this week

What Your Clients See

Written by Zoe Sahmali
Updated this week

Your Client's HealthSherpa Dashboard

Written by Zoe Sahmali
Updated over a week ago

Updating Apps

Renewals

Written by Zoe Sahmali
Updated this week

Reporting a Life Change

Written by Zoe Sahmali
Updated this week

Uploading Documents

Written by Zoe Sahmali
Updated this week

Making a Payment

Written by Zoe Sahmali
Updated this week

How to access your client's 1095-A form

Written by Ryley Donohoe
Updated this week

HealthCare.gov Info

Getting FFM Certified

Federally Facilitated Marketplace (FFM) Certification

Written by Zoe Sahmali
Updated this week

Updating Your CMS Password

Written by Zoe Sahmali
Updated this week

CMS Contact Information

Written by Zoe Sahmali
Updated over a week ago

Administration

Your Account Settings

Written by Zoe Sahmali
Updated over a week ago

Resetting Your Password

Written by Zoe Sahmali
Updated this week

Updating Your Contact Information

Written by Zoe Sahmali
Updated this week

Contacting HealthSherpa Support

Written by Zoe Sahmali
Updated over a week ago