Agents

A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa

Ricky Phipps avatar Carmen Lockhart avatar Eva Schulteis avatar +3
66 articles in this collection
Written by Ricky Phipps, Carmen Lockhart, Eva Schulteis and 3 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.
Eva Schulteis avatar
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.
Emily Duffee avatar
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.
Eva Schulteis avatar
Written by Eva Schulteis
Updated over a week ago

What is Enhanced Direct Enrollment?

Carmen Lockhart avatar
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.
Eva Schulteis avatar
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?

Jordan Patch avatar
Written by Jordan Patch
Updated over a week ago

Agency | Full book access

Grant agents full access to agency-wide clients and leads
Jeff Kriege avatar
Written by Jeff Kriege
Updated over a week ago

What your clients see

Jordan Patch avatar
Written by Jordan Patch
Updated over a week ago

Enabling 2-Factor Authentication for your Account

Jordan Patch avatar
Written by Jordan Patch
Updated over a week ago

HealthSherpa for Agents: Overview

Get started here
Jordan Patch avatar
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
Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

HealthSherpa Associates Program

Invite your agent colleagues to HealthSherpa and get paid.
Jordan Patch avatar
Written by Jordan Patch
Updated over a week ago

Converting your agent dashboard to Spanish

Jordan Patch avatar
Written by Jordan Patch
Updated over a week ago

Can HealthSherpa do all of my ACA enrollments for me?

Carmen Lockhart avatar
Written by Carmen Lockhart
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.
Eva Schulteis avatar
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.
Eva Schulteis avatar
Written by Eva Schulteis
Updated over a week ago

Uploading Follow-up Documents

Submit & track follow-up documents right from HealthSherpa
Jeff Kriege avatar
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
Jeff Kriege avatar
Written by Jeff Kriege
Updated over a week ago

Where can I find my client’s eligibility letter?

Ricky Phipps avatar
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?

Ricky Phipps avatar
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?

Ricky Phipps avatar
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.
Ricky Phipps avatar
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?

Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

What do these statuses mean on HealthCare.gov - Pending, Initial Enrollment, Active, Cancelled

Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

How can I import information into my HealthSherpa account?

Ricky Phipps avatar
Written by Ricky Phipps
Updated over a week ago

Where can I export my enrollment information?

Ricky Phipps avatar
Written by Ricky Phipps
Updated over a week ago