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 accounts

Setting up an agency on HealthSherpa

Written by Carmen Lockhart
Updated this week

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 Consumer Dashboard

The easy way for clients to self-serve

Written by Jordan Patch
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 Follow-up Documents

Submit & track follow-up documents right from HealthSherpa

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