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Resource Center for Carrier Agents
Resource Center for Carrier Agents
For single-Carrier whitelabeled accounts
24 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
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