Agent Help Center
For agents, brokers, & agencies who have questions about HealthSherpa
New to ACA? HealthSherpa is here to help.
Getting Started: Agent Resource Guide
Creating an account
FFM Account Integration with HealthSherpa for Agents accounts
Enhanced Direct Enrollment (EDE)
Multi-Factor Authentication (MFA)
Line of Authority (LOA)
Georgia Access for plan year 2025 and beyond
FFM Certification and free CE credits for plan year 2026
New Agent Checklist
Converting your dashboard to Spanish
'HealthSherpa for Agents': Overview
Agent Training
Agent Support
HealthSherpa for Medicare
Agent Success and Training Office Hours
Carrier-specific Agent Onboarding Checklist
Guía de recursos para agentes
Pasos para la incorporación de Agentes
HealthSherpa Platform Overview
Dashboard overview
Clients page
Viewing Marketplace Notices
Leads page
Archiving Clients or Leads
The HealthSherpa Export Reports
Using your marketing link
What your client sees when using your marketing link
How to track lead sources with UTM parameters
Imports
How to access your client's 1095-A form
Carriers tab
Search Marketplace & Start application
Quoting and Comparing Plans
Off-Exchange Plans on HealthSherpa
Off-Exchange Dental Plans on HealthSherpa
Multiple Enrollment Groups (Split Policies)
Special Enrollment Period (SEP) Overview
Individual Coverage Health Reimbursement Arrangements (ICHRA) for Agents
State Based Marketplaces (SBM)
The Client Consumer Dashboard
Which browsers are compatible with HealthSherpa’s platform?
What should I do if my client does not have an email address?
Why is there a difference in the premium/subsidy that was quoted for this client and what is showing after they have enrolled?
Client wants to enroll without a subsidy
How can my client use a partial tax credit?
Blocking shared accounts & shared FFM credentials
Resetting your password
ACA changes
CMS contact information
The “Family Glitch”
Social Security Number requirements
Updates for DACA recipients and other noncitizens
I received an error page that says ‘Oops’ with a picture of a dog. What does this mean?
HealthSherpa auto-emails
What is a HealthSherpa Premier Partner?
For Agents: 2026 OEP deadline extension directions
Error: Credentials not all present
Identity verification
User Roles for Carrier-specific accounts
What is HealthSherpa?
How do I check the status of my application?
Who can buy coverage through the Marketplace?
Do you offer standalone dental plans?
Who should I include in my application?
What is the difference between an ICHRA and a QSEHRA?
What income should I include on my application for financial help?
Who is considered part of my household?
What happens if I get a QSEHRA letter from my employer?
Understanding Health Insurance Network Types (HMO, PPO, EPO, and POS)
I missed my employer’s Open Enrollment to sign up for health coverage. Can I get Marketplace coverage?
ICHRA vs. QSEHRA: Understanding Employer Reimbursements and Marketplace Savings
Am I eligible for a Marketplace plan if my employer offers insurance?
I got denied Medicaid and do not qualify for a subsidy. What are my options?
Can I still get health insurance if I have a pre-existing condition?
"Unspecified Error" during enrollment
Can I get subsidies if I’m married filing separately, or head of household?
Does the marketplace cover infertility?
My kids are eligible for CHIP. Can I enroll them in our marketplace health plan and get premium tax credits for them instead?
What is a Flexible Spending Arrangement (FSA)?
What is a Health Savings Account (HSA)?
How do I estimate my household income?
Do I qualify for Marketplace insurance if I'm not a citizen or do not have a legal status?
Do I still qualify for savings on Marketplace coverage if I’m offered an Individual Coverage HRA (ICHRA)?
What is the Childrens Health Program (CHIP)?
What is a subsidy?
I want to see plans online, why am I being told to call and enroll?
What happens to my Marketplace plan when I become eligible for Medicare?
Identity Proofing Failed, What Do I Do?
When is Open Enrollment and can I enroll right now?
How do I quote, apply and enroll on HealthSherpa?