HealthSherpa

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Ervin Ebalo

Kati Chevaux

Amber Dotson

For agents, brokers, & agencies who have questions about HealthSherpa

Agent Help Center

Getting started in the ACA space can feel overwhelming. HealthSherpa provides resources to help.

New to ACA? HealthSherpa is here to help.

Account settings, quoting, enrolling, post-enrollment tools, and beyond.

Getting Started: Agent Resource Guide

This article discusses the types of free HealthSherpa accounts available as well as the account creation process.

Creating an account

CMS requires all EDE partners, including HealthSherpa, to set up additional authentication for agents and brokers.

FFM Account Integration with HealthSherpa for Agents accounts

Enable Enhanced Direct Enrollment (EDE) within your dashboard

Enhanced Direct Enrollment (EDE)

Enabling 2-Factor Authentication for your Account

Line of Authority (LOA) requirements for agents selling marketplace plans

Line of Authority (LOA)

Information for agents and brokers about the Georgia Access transition a State-based Exchange for Open Enrollment 2025

Georgia Access for plan year 2025

Complete your 2025 Federally-facilitated Marketplace (FFM) certification and earn continuing education (CE) credits with HealthSherpa.

FFM Certification and free CE credits for plan year 2025

This onboarding checklist will help you get familiar with your new HealthSherpa for Agents account.

Agent Onboarding Checklist

Converting your dashboard to Spanish

'HealthSherpa for Agents': Overview

Live agent training sessions are available to help you learn about your HealthSherpa for Agents account & much more.

Agent Training

Learn about contacting our Agent Support team for assistance

Agent Support

Easily move between your HealthSherpa for ACA and HealthSherpa for Medicare accounts

HealthSherpa for Medicare

Zachary Ortiz

Getting Started for Agents

HealthSherpa Platform Overview

Learn the basics about your HealthSherpa for Agents Dashboard

Dashboard overview

Learn about the Clients page within your HealthSherpa account

Clients page

Find all notices from the Marketplace related to this submitted application

Viewing Marketplace Notices

Learn about the Leads page within your HealthSherpa account

Leads page

How to archive and unarchive either a single or multiple contacts in bulk. Also, how to see archived contacts.

Archiving Clients or Leads

Export additional detail about your book of business

The HealthSherpa Export Reports

Learn how to use the free, customizable direct marketing link including in your HealthSherpa for Agents account

Using your marketing link

Learn about your clients' experience when using your direct marketing link

What your client sees when using your marketing link

How to get contextual information about how your leads are clicking through to your HealthSherpa enrollment landing page.

How to track lead sources with UTM parameters

Carmen Lockhart

Your Dashboard

This article explains agency accounts on HealthSherpa.

Agency accounts

Learn more about the tools, training and support available to agencies with a HealthSherpa for Agents account.

Agency Resource Guide

Follow these steps to get the most out of your new HealthSherpa for Agents account.

Agency Onboarding Checklist

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

Multiple Admin Accounts

Let your agents use other NPNs from your agency

NPN override

Let agents in your agency access each other's clients and leads

Shared Book

Let agents in your agency access your agency-wide list of clients and leads

Full Book

Agencies can opt to have all bonus payouts paid out at the agency level instead of the agent level.

Setting Up Agency Payouts (Agency JMA)

Nick Perry

Jeff Kriege

Agency

Manage your licensed states, appointed carriers, and EAP carriers within your HealthSherpa for Agents account.

Carrier Settings

Search the Marketplace for existing applications or begin a new application when needed

Search Marketplace & Start application

Quoting and Comparing Plans

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

Off-Exchange Plans on HealthSherpa

Off-exchange dental plans will be included in the HealthSherpa Marketplace for Plan Year 2023 OEP.

Off-Exchange Dental Plans on HealthSherpa

Enroll in different plans on the same application

Multiple Enrollment Groups (Split Policies)

Important information on enrolling clients in Affordable Care Act (ACA) coverage outside of Open Enrollment on HealthSherpa.

Special Enrollment Period (SEP) Overview

Important information agents should know when working with ICHRAs.

Individual Coverage Health Reimbursement Arrangements (ICHRA) for Agents

Emily Duffee

Quoting & Enrollment

Get a jump start on OEP plan selection in mid-October

Window Shopping pre-OEP

Learn about available plan year 2025 renewal pathways

Renewal pathways

Use renewals reporting to understand the renewal risk factors associated with each client.

Renewals reporting

Sam Vitale

Renewals

HealthSherpa helps you give consumers the best enrollment experience possible and get compensated quickly

Enrollee Assistance Program

Learn about consent requirements when using the HealthSherpa Enrollee Assistance Program

Enrollee Assistance Program: consent guide

Medicare Referrals Program Info & FAQ

Earn bonuses from select carriers when you submit enrollments through HealthSherpa.

Broker Bonuses

Invite your agent colleagues to HealthSherpa and get paid.

HealthSherpa Associates Program

Bonuses: Getting paid

Bonuses

Upload and track follow-up documents for your clients

Follow-up documents

Everything you need to know about the Documents Due tab

Documents due tab

Everything you need to know about DMIs and how to resolve them

Data Matching Issues (DMIs)

Help your clients stay on top of DMI & SVI deadlines

Follow-up document reminders for clients

This daily email makes it easier to see which clients need follow up documents submitted.

Email notifications for follow-up document changes

Get alerted to your clients post-enrollment deadlines.

"At-risk Clients" reminder email

Learn how to select a Primary Care Provider after enrollment.

Primary Care Provider (PCP) Selection

Making binder payments

Assist consumers with application updates when changes occur

Reporting changes

Joseph Gefroh

Post Enrollment

Viewing Agent of Record

CMS issued system changes to stop unauthorized agent activity

CMS' Invalid Action error

Learn what consumer's can expect when using a Resume Link

The consumer’s experience when using a Resume Link

Reporting that displays submissions where your account does not have EDE connection

EDE Permission Lost reporting

Reporting that displays potential AOR swaps within HealthSherpa

AOR at-risk reporting

Follow the steps below to follow up on an Agent of Record (AOR) dispute.

What should I do if I suspect another agent has claimed my client?

If you suspect a third-party agent has fraudulently claimed your client’s application as their own, read here.

What should I do if I suspect fraud?

Ensure you obtain sufficient consumer consent before enrolling clients.

Identifying High Risk Clients

Lauren DiFilippo

Agent Of Record

This article describes how you can manage consent and review records for your clients.

Managing consent within HealthSherpa

New CMS requirements  make agents, brokers and web-brokers responsible for documenting consumer consent and reviewing application accuracy.

Summary of CMS Guidance on New Consent Rules -- Effective 6/18

Consent

Which browsers are compatible with HealthSherpa’s platform?

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

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

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?

Ricky Phipps

Application Tips & Tricks

Navigating the Broker Side of HealthCare.gov

How can I terminate an application in Healthcare.gov?

Healthcare.gov

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

HealthSherpa FMO FAQ

CMS required all enrollment platforms to block multiple people from sharing accounts or from sharing FFM credentials.

Blocking shared accounts & shared FFM credentials

Steps to reset your HealthSherpa for Agents password

Resetting your password

Stay ahead of changes with HealthSherpa tools and resources

ACA changes

CMS contact information

The “Family Glitch”

CMS blocks applications submitted by agents without verifiable Social Security Numbers (SSNs) or immigration documentation

Social Security Number requirements

Important plan year 2025 updates for DACA recipients & individuals with certain other immigration statuses

Plan Year 2025 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?

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

HealthSherpa auto-emails

Carriers who provide this extra level of information are called “Premier Partners”

What is a HealthSherpa Premier Partner?

What to do if you get errors while submitting applications on the final day of OEP

For Agents: 2025 OEP deadline extension directions

Administration

Stay up to date on the latest improvements

What's New: Product Update Log

Agent Product Updates: 2024

Agent Product Updates: 2023

Agent Product Updates: 2022

Agent Product Updates: 2021

Here's a running list of improvements and updates to the HealthSherpa Agent product.   

Agent Product Updates

Find answers and get help from Intercom Support and Community Experts

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