Agents | Healthsherpa Help Center

HealthSherpa auto-emails

An explanation and log of all the automatic emails sent to clients during the HealthSherpa application process.

Written by Eva Schulteis
Updated over a week ago

Why do premiums seem to change when re-submitting my client’s application for ARP subsidies?

Written by Jordan Patch
Updated over a week ago

Agency | Full book access

Grant agents full access to agency-wide clients and leads

Written by Jeff Kriege
Updated over a week ago

What your clients see

Written by Jordan Patch
Updated over a week ago

Enabling 2-Factor Authentication for your Account

Written by Jordan Patch
Updated over a week ago

HealthSherpa for Agents: Overview

Get started here

Written by Jordan Patch
Updated over a week ago

Getting Started

What to Expect with ARPA

Resource for ARPA information for Agents/Brokers

Written by Jordan Patch
Updated this week

How do I get approved to use EDE?

How to go through the Agent ID proofing process for EDE

Written by Jordan Patch
Updated over a week ago

The HealthSherpa Export Report

Written by Jordan Patch
Updated over a week ago

2021 SEP overview

Enroll *without* a Life Change: Feb 15 – Aug 15 in most states

Written by Jeff Kriege
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

Do you offer any training?

Written by Ricky Phipps
Updated over a week ago

How do I get paid?

Commission payments

Written by Jordan Patch
Updated over a week ago

Quoting

Are off-exchange plans available via HealthSherpa?

Yes! Learn more about how ACA agents can quote and enroll off-ex here.

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

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

Renewals

Bulk Renewal Email

Written by Jeff Kriege
Updated over a week ago

Referrals & bonuses

Refer applications, get paid $50–$100+

We pay referral bonuses for any carrier you want to refer!

Written by Jordan Patch
Updated over a week ago

Post Enrollment

Uploading Follow-up Documents

Submit & track follow-up documents right from HealthSherpa

Written by Jeff Kriege
Updated over a week ago

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 Carmen Lockhart
Updated over a week ago

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

Written by Carmen Lockhart
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

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 Carmen Lockhart
Updated over a week ago

Reviewing Document Statuses on HealthCare.gov

Written by Carmen Lockhart
Updated over a week ago

Re-Submitting an Application using HealthCare.gov

Written by Carmen Lockhart
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

Multiple Admin Accounts

Use this feature to give Admin-level permissions and access to other agents in your downline.

Written by Eva Schulteis
Updated over a week ago

NPN Override

Let your agents use other NPNs from your agency

Written by Carmen Lockhart
Updated over a week ago

Agency Accounts

Setting up an agency on HealthSherpa

Written by Ricky Phipps
Updated over a week ago

Agency | Shared Book

Let agents in your agency help each other's clients

Written by Jeff Kriege
Updated over a week ago

How do I leave an agency?

Written by Ricky Phipps
Updated over a week ago