Agents | Healthsherpa Help Center

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

PY2023 FFM training and free CE credits

Complete your 2023 Federally-facilitated Marketplace (FFM) certification and earn continuing education (CE) credits with HealthSherpa.

Written by Emily Duffee
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

What is Enhanced Direct Enrollment?

Written by Carmen Lockhart
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

How do I get approved to use EDE?

How to go through the Agent ID proofing process for EDE

Written by Carmen Lockhart
Updated over a week ago

HealthSherpa Associates Program

Invite your agent colleagues to HealthSherpa and get paid.

Written by Jordan Patch
Updated over a week ago

Converting your agent dashboard to Spanish

Written by Jordan Patch
Updated over a week ago

Can HealthSherpa do all of my ACA enrollments for me?

Written by Carmen Lockhart
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

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 up to $120!

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

Follow-up document reminders for clients

Help your clients stay on top of DMI & SVI deadlines

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