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

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

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

Agent training

Agents can contact our Agent Support team for assistance

Agent Support

Common health insurance terms & acronyms agents may encounter when working in the Affordable Care Act (ACA)

ACA glossary: Common terms & acronyms

Getting started

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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