Agents | Healthsherpa Help Center

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

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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