HealthSherpa

This article helps Agents who are new to the ACA understand the basics and learn how to get started.

New to ACA? HealthSherpa is here to help.

This article explains the free HealthSherpa account types available to licensed agents and provides step-by-step instructions for creating each account.

Creating an account

Agents can contact our Agent Support team for assistance

Agent Support

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

Agent Training

This checklist walks agents through the key steps to get set up on HealthSherpa. Completing each step helps ensure a smooth start with ACA enrollments.

Agent onboarding checklist

Amber Blank

Emily Duffee

Jeff Kriege

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

Getting started

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)

Agency administrators can quickly sync an applications from CMS

Application Sync

Esta guía tiene más información sobre herramientas, capacitación y asistencia para agencias con una cuenta de HealthSherpa para agentes.

Guía de recursos para agencias

Esta lista le ayudará a familiarizarse con la nueva cuenta de HealthSherpa para agentes.

Pasos para la incorporación de Agencias

Agency

Request updated household information ahead of renewal season and collect documentation early

Intake form

Quoting & Enrollment

Window Shopping pre-OEP

Learn about available plan year 2026 renewal pathways

Renewal pathways

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

Renewals reporting

Rachel Guo

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

Everything you need to know about the Documents Due tab

Documents due tab

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

Learn how to select a Primary Care Provider after enrollment.

Primary Care Provider (PCP) Selection

View and manage follow-ups within your HealthSherpa for Agents account from one, central location

Managing follow-ups

Find all notices from the Marketplace related to this submitted application

Viewing Marketplace Notices

Agents can access 1095-A forms through the HealthSherpa dashboard

Accessing 1095-A forms

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

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?

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?

Application Tips & Tricks

Navigating the Broker Side of HealthCare.gov

Users can request to terminate Marketplace coverage at any time

Cancelling a Marketplace plan

CMS Contact Information

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 updates for DACA recipients & individuals with certain other immigration statuses

Updates for DACA recipients and other noncitizens

Error pages that may display within HealthSherpa

Error pages

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: 2026 OEP deadline extension directions

Error: Credentials not all present

Learn about the available consumer and agent identity verification flows within HealthSherpa

Identity verification

Learn key differences between the Carrier-specific account roles

User Roles for Carrier-specific accounts

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

¿Qué hay de nuevo?

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

Agent Product Updates

External government and nonprofit resources that provide national assistance for individuals and families needing help with food and household expenses. Includes verified links to trusted public programs outside of HealthSherpa.

Emergency Resources

Consumers can call HealthSherpa Consumer Advocates at 855-772-2663 for questions or help, open Monday - Friday 6:00am - 4:00pm PT.

Consumer resources

Learn about your clients' experience when using your marketing link

What your client sees when using your marketing link

The Client Consumer Dashboard

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

Line of Authority (LOA)

Learn about two-factor authentication within your HealthSherpa for Agents account

Multi-Factor Authentication (MFA)

Complete your 2026 Federally-facilitated Marketplace (FFM) training with HealthSherpa and earn continuing education (CE) credits in certain states. Available in English and Spanish!

FFM Certification and free CE credits for plan year 2026

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

Information for agents and brokers about using HealthSherpa to serve your consumers in Georgia

Georgia Access for plan year 2025 and beyond

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

HealthSherpa for Medicare

Register for Agent Success and Training office hours to get started quickly on your HealthSherpa for Agents account.

Agent Success and Training Office Hours

Frequently asked questions

List of insurance companies operating on the Federally Facilitated Marketplace for plan year 2026

Plan Year 2026 FFM Insurance Carriers

List of State Based Marketplaces for plan year 2026 with contact information and OEP dates.

State Based Marketplaces (SBM)

Important information agents should know when working with HRAs.

Health Reimbursement Arrangements (HRAs): ICHRA & QSEHRA

Kati Chevaux

Additional resources

Find answers and get help from Intercom Support and Community Experts

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