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Agents
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
+2
60 articles in this collection
Written by
Ricky Phipps,
Carmen Lockhart,
Eva Schulteis
and 2 others
How to track lead sources with UTM parameters
How to get contextual information about how your leads are clicking through to your HealthSherpa enrollment landing page.
Written by
Eva Schulteis
Updated over a week ago
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
Individual Coverage Health Reimbursement Arrangements (ICHRA) for Agents
Important information agents should know when working with ICHRAs.
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 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
Jordan Patch
Updated over a week ago
The HealthSherpa Export Report
Export additional detail about your book of business
Written by
Jordan Patch
Updated over a week ago
Special Enrollment Period (SEP) overview
Important information on enrolling clients in ACA coverage outside of Open Enrollment on HealthSherpa.
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
Email notifications for follow-up document changes
This daily email makes it easier to see which clients need follow up documents submitted.
Written by
Eva Schulteis
Updated over a week ago
Data Matching Issues (DMIs)
Everything you need to know about DMIs and how to resolve them for your clients in your HealthSherpa account.
Written by
Eva Schulteis
Updated over a week ago
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
FFM username and password
Why your Federally-facilitated Marketplace (FFM) username and password matter in your HealthSherpa account, and how to resolve 403 errors.
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
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