Agents

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

Ricky Phipps avatar Carmen Lockhart avatar Eva Schulteis avatar +2
60 articles in this collection
Written by Ricky Phipps, Carmen Lockhart, Eva Schulteis and 2 others
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

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