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Agents
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
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61 articles in this collection
Written by
Ricky Phipps,
Carmen Lockhart,
Jordan Patch
and 1 other
HealthSherpa for Agents: Overview
Get started here
Written by
Jordan Patch
Updated over a week ago
Getting Started
2021 SEP overview
Enroll *without* a Life Change: Feb 15 – May 15 in most states
J
Written by
Jeff Kriege
Updated this week
Updating your Carrier appointments
Here's why it's important to set your appointments
Written by
Jordan Patch
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
Carmen Lockhart
Updated over a week ago
How does HealthSherpa work?
Written by
Ricky Phipps
Updated over a week ago
Is this product really free? (Yes, it is!)
No cost per month, no cost per enrollment — totally free.
Written by
Ricky Phipps
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
Jordan Patch
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
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
Referrals & bonuses
Refer non-appointed, get paid $50–$100+
We pay $100 for applications you aren't appointed with!
Written by
Jordan Patch
Updated over a week ago
HealthSherpa's exclusive broker bonuses
J
Written by
Jeff Kriege
Updated over a week ago
Post Enrollment
Follow-up document email notifications
You'll never need to track follow-up document statuses again.
Written by
Jordan Patch
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
How do I upload documents for my client?
Uploading documents to the Marketplace, Special Enrollment Period
Written by
Jordan Patch
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
NPN Override
Let your agencies use other NPNs from your agency
Written by
Carmen Lockhart
Updated over a week ago
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