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When CMS’ Invalid Action error appears, agents can help consumers complete enrollment submissions by sending an agent’s Invalid Action error Resume Link.
When using a Resume Link, consumers will follow the steps below to review and finalize their enrollment submission.
Step 1: Receive the Resume Link
Step 1: Receive the Resume Link
Agents may send Resume Links directly from HealthSherpa by email or text.
Using their own device, such as a phone, tablet, or computer, consumers will open the Resume Link and select Finalize and complete your enrollment.
Email Resume Links to come from no_reply@healthsherpa.com. Text Resume Links to come from a randomly generated phone number.
Step 2: Create an account or sign in
Step 2: Create an account or sign in
When a consumer selects an agent’s Invalid Action error Resume Link, the consumer will be prompted to verify their identity and create an account before accessing the application.
Consumers who already have a HealthSherpa account may choose the Sign in with email option and enter their existing login information.
After the consumer successfully verifies their identity, the consumer will have the option to create an account.
The primary contact will have ongoing access to the account they create. After successful account creation, the primary contact will be granted access to their consumer dashboard.
Consumers may sign back into their consumer dashboard at any time by visiting HealthSherpa.com and entering their login information, or by reopening their Invalid Action error Resume Link.
Step 3: Review the application
Step 3: Review the application
Once logged in, the consumer can review the in-progress application and make updates as needed. The consumer can use the navigation panel on the left side of the page or select the available Edit buttons to visit application pages and make updates.
On the Review page, the consumer should confirm their application information is accurate, then select Continue.
Step 4: Complete the Finalize section
Step 4: Complete the Finalize section
The consumer must complete all pages listed within the Finalize section before submitting the application.
On the Agreements page, the consumer should review each agreement, select their response, then choose Continue.
On the Tax attestation page, the consumer should review each attestation, select their response, then choose Continue.
On the Sign & submit page, the consumer should review and complete the page, then choose Continue to submit the application.
Step 5: Review eligibility results
Step 5: Review eligibility results
After the application is submitted, the consumer can review their final eligibility results. The consumer must select Download Eligibility Letter on the eligibility results page to proceed to plan review.
The consumer can also access their eligibility letter from the Marketplace Notices section of their consumer dashboard after the application has been submitted.
Step 6: Confirm your plan page
Step 6: Confirm your plan page
After selecting Review plan, the consumer will land on the Confirm your plan page.
From the Confirm your plan page, the consumer can:
Review the final premium amount
Adjust the amount of advance premium tax credit (APTC) used monthly:
APTC is a dollar amount that may be applied on a consumer’s behalf to their monthly health insurance premium. Consumers are not required to use all or any financial assistance they may be eligible to receive. By unchecking the box by I want to apply all of my savings, the consumer can enter the dollar amount they would like to use monthly, including zero.
Edit the application: Selecting Edit application returns the consumer to the application to continue making edits.
Adjust the plan selection: Selecting Change plans allows the consumer to access the plan shopping page, view available plans, and select their desired coverage.
Finalize the resubmission: Selecting Enroll in this plan finalizes the resubmission.
Step 7: Go to the consumer dashboard
Step 7: Go to the consumer dashboard
After the enrollment submission is complete, the consumer will be prompted to go to their consumer dashboard. The consumer dashboard is a self-service tool that reduces the need for consumers to contact their agent after an enrollment submission.
Frequently asked questions
Can agents customize the email signature within Resume Links consumers receive?
Agents are able to set up custom branding within the marketing link included with their HealthSherpa for Agents account. Any customizations made will apply to the Resume Link consumers receive.
Agency administrators can also control email customizations at the agency level.
Do Resume Links expire?
Yes. Resume Links typically expire after 30 days.
What if the consumer's identity cannot be verified?
If a consumer experiences any issues verifying their identity, troubleshooting steps are available.
Is the primary contact the only person able to approve updates to an existing application?
Yes. Only the primary contact may approve updates to an existing application.
Can the primary contact access their consumer dashboard again after submitting the application?
Yes. The primary contact will have ongoing access to the account they create. Consumers may sign back in to their consumer dashboard at any time by visiting HealthSherpa.com and entering their login information, or by reopening their Resume Link.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.