Agents | Healthsherpa Help Center

HealthSherpa Platform for Agents

If you are considering a Marketplace platform for the first time or just not happy with your current one, this article will help.

Written by Zachary Ortiz
Updated this week

Getting Started

What is HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

How does HealthSherpa work?

Written by Ricky Phipps
Updated over a week ago

How much does HealthSherpa cost?

Written by Ricky Phipps
Updated over a week ago

How to Create an Agent Account to Enroll ACA Clients

For licensed health agents that are FFM certified.

Written by Zoe Sahmali
Updated over a week ago

Can HealthSherpa help me with state licensing or carrier contracting?

Written by Ricky Phipps
Updated over a week ago

Who is the Broker of Record?

Written by Ricky Phipps
Updated over a week ago

Where can I track all of my client enrollments?

Written by Ricky Phipps
Updated over a week ago

Does HealthSherpa work with State-Based Marketplaces?

Written by Ricky Phipps
Updated over a week ago

How do I get FFM (Federally-Facilitated Marketplace) certified?

Steps to get FFM (Federally-Facilitated Marketplace) certified

Written by Ricky Phipps
Updated over a week ago

Do you offer any training?

Written by Ricky Phipps
Updated over a week ago

How do I get paid?

Commission payments

Written by Zachary Ortiz
Updated over a week ago

Quoting

Which carriers do my clients see when they receive a quote?

Written by Ricky Phipps
Updated over a week ago

How do I send quotes to my clients?

Written by Ricky Phipps
Updated over a week ago

Which plans are available on HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

What if the client is not applying for a tax credit?

Written by Ricky Phipps
Updated over a week ago

How can I quote and send applications for Marketplace Group Plans (SHOP)?

Written by Ricky Phipps
Updated over a week ago

How can I quote and send applications for California and other state-based exchanges?

Written by Ricky Phipps
Updated over a week ago

Are off-exchange plans available via HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

Applications

Can all of my clients enroll through HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

Why do all of my applications re-direct to HealthCare.gov?

Written by Ricky Phipps
Updated over a week ago

The final enrollment page on HealthSherpa says “Sorry, we can’t enroll you at this time”. Why can’t HealthSherpa enroll them?

Written by Ricky Phipps
Updated over a week ago

What other errors can lead to non-enrolled, unfinished applications?

Written by Ricky Phipps
Updated over a week ago

I received an error page that says ‘Oops’ with a picture of a dog. What does this mean?

Written by Ricky Phipps
Updated over a week ago

Post Enrollment

Where can I find my client’s eligibility letter?

Written by Ricky Phipps
Updated over a week ago

My client submitted an application and received a confirmation email. However, the client does not appear on my agent dashboard. Why did this happen and am I the Agent of Record?

Written by Ricky Phipps
Updated over a week ago

After enrollment, a blue "Access in hc.gov" button is displayed on my client's page. What is that for?

Written by Ricky Phipps
Updated over a week ago

I used the ‘Access Marketplace’ button on my HealthSherpa dashboard, but I cannot log into HealthCare.gov with my FFM username and password. Why?

Written by Ricky Phipps
Updated over a week ago

I searched for a client’s application on HealthCare.gov and nothing came up. Where is the application?

Written by Zoe Sahmali
Updated over a week ago

What do these statuses mean on HealthCare.gov - Pending, Initial Enrollment, Active, Cancelled

Written by Zoe Sahmali
Updated over a week ago

How can I import information into my HealthSherpa account?

Written by Ricky Phipps
Updated over a week ago

Where can I export my enrollment information?

Written by Ricky Phipps
Updated over a week ago

How do I upload documents for my client?

Uploading documents to the Marketplace, Special Enrollment Period

Written by Zachary Ortiz
Updated over a week ago

Agent Of Record

I recently tried calling Healthcare.gov but the Marketplace representative said that I am not an authorized user. I thought I was the Agent of Record. What happened?

Written by Ricky Phipps
Updated over a week ago

My client's application appears on my agent dashboard. However, when I call the insurance company, they do not have an agent listed on the application. Why did this happen?

Written by Ricky Phipps
Updated over a week ago

Application Tips & Tricks

Which browsers are compatible with HealthSherpa’s platform?

Written by Ricky Phipps
Updated over a week ago

Can I do a child-only enrollment on HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

Can I write split policies (different plans for each family member) on HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

What should I do if my client does not have an email address?

Written by Ricky Phipps
Updated over a week ago

I misspelled a client’s name, what can I do?

Written by Ricky Phipps
Updated over a week ago

Why is there a difference in the premium/subsidy that was quoted for this client and what is showing after they have enrolled?

Written by Ricky Phipps
Updated over a week ago

Client wants to enroll without a subsidy

Written by Ricky Phipps
Updated over a week ago

How can my client use a partial tax credit?

Written by Ricky Phipps
Updated over a week ago

Full tax credits not being used

Written by Ricky Phipps
Updated over a week ago

How can I change my client's plan?

Written by Ricky Phipps
Updated over a week ago

How can I report a Life Change?

Written by Ricky Phipps
Updated over a week ago

How can I terminate an application in Healthcare.gov?

Written by Ricky Phipps
Updated over a week ago

How can I delete applications?

Written by Ricky Phipps
Updated over a week ago

Healthcare.gov

Why can't I log into Healthcare.gov?

Written by Ricky Phipps
Updated over a week ago

Navigating the Broker Side of HealthCare.gov

What you can find on each page.

Written by Zoe Sahmali
Updated over a week ago

Reviewing Document Statuses on HealthCare.gov

Written by Zoe Sahmali
Updated over a week ago

Re-Submitting an Application using HealthCare.gov

Written by Zoe Sahmali
Updated over a week ago

HealthSherpa FMO FAQ

What are the benefits of joining the HealthSherpa FMO?

Written by Ricky Phipps
Updated over a week ago

How do I join the HealthSherpa FMO?

Written by Ricky Phipps
Updated over a week ago

How are commissions paid through my sub-appointments with HealthSherpa?

Written by Ricky Phipps
Updated over a week ago

Agency

How do I create an account for my agency?

Written by Ricky Phipps
Updated over a week ago

How do I leave an agency?

Written by Ricky Phipps
Updated over a week ago