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 this week

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 this week

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