Resource Center for Carrier Agents

For single-Carrier whitelabeled accounts

25 articles in this collection
Written by Carmen Lockhart, Eva Schulteis, and Jordan Patch

Problema de Coincidencia de Datos (DMI)

Todo lo que necesita saber sobre los DMI y cómo resolver los de los clientes en la cuenta de HealthSherpa.

Written by Eva Schulteis
Updated over a week ago

Getting Started

Getting Started Guide for Agents

Written by Jordan Patch
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

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

How to archive and unarchive either a single or multiple contacts in bulk. Also, how to see archived contacts.

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

Agency accounts

Setting up an agency on HealthSherpa

Written by Carmen Lockhart
Updated over a week ago

Quoting & Enrollment

Quoting and Comparing Plans

Written by Carmen Lockhart
Updated over a week ago

Accessing HealthCare.gov

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

How to Complete 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