This article shows you how to complete your insurance plan enrollment when your agent sends you a link from HealthSherpa.

Look for an email from No_Reply@HealthSherpa.com. Check your spam or junk folder in case you do not see the email. The email will look something like this:

Click "Confirm and enroll in your health plan"

After clicking the "Confirm and enroll in your health plan" link within the email, you will arrive at a page like this:

If you already have an account on HealthSherpa, please enter the email address and password associated with that account to log in. Quick note: If you have already verified your identity, you will proceed to review and complete your enrollment after logging into your account.

If you do not already have an account on HealthSherpa, you will need to select the "Create account" button.

Before we can enroll you in your new insurance plan, we want to make sure we have the right person. To do this, you will be prompted to verify your identity.

First, you will enter your name, birthdate, and phone number, then select the "Continue" button to proceed.

Make sure you are entering the primary contact's information on this screen. Otherwise you will get an error like this:

Next, questions will populate based on your personal credit history. Answer as best as you can then select the "Verify and create account" button. Exact questions may vary as these questions are pulled from the primary contact’s personal information but here is an example of credit history questions:

If you do not already have an account on HealthSherpa, after you have successful verified your identity, you will be taken to the page where you may create an account on HealthSherpa. Here, you will enter the email address and password you would like have associated with your new account.

After successful account creation, you will be automatically logged into your new account.

After logging into your account, you will be granted access to your application. From the 'Review' page of the Finalize section, you can go over the information your agent entered for you.

Use leverage the navigation panel on the left side of the page or the various ‘edit’ buttons to visit any portion of the application, and edit or update anything you’d like.

If the information is correct, select the "Continue" button to proceed.

Next, you will review the agreements listed within the 'agreements' page of the Finalize section, select your response, then choose the “Continue” button to proceed.

You will then review all items listed within the 'tax attestation' page of the Finalize section, select your response, then choose the “Continue” button to proceed.

Lastly, you will review and complete the 'sign and submit' page then choose the “Continue” button to submit your application.

Once your application has been submitted, you will be able to review your final eligibility results.

The Eligibility Results page gives you the ability to download your final eligibility results and see your eligibility information.

Select the “Download Eligibility Letter” button to download a PDF document that provides you with details about your eligibility; then, select "Review plan" to proceed to plan review.

After selecting the “Review plan” button, you will land on the plan confirmation page.

The Confirm your plan page shows you the plan you and your agent have selected.

If the plan selected is not correct, you can ask your agent to change it for you or you can select the “Change plans” button to view all available plans.

From the plan confirmation page, you can also adjust the amount of subsidy dollars you'd like to use monthly. Quick note: Estimated savings, or advance premium tax credit (APTC), refers to the amount you may be able to have applied to your monthly health insurance premium. You are not required to use any or all APTC dollars you are eligible to receive. By deselecting the checkbox within the ‘Savings’ section, you will be granted the ability to key in the exact dollar amount you'd like to use monthly.

When you are satisfied, select the “Enroll in this plan” button to finalize your submission.

After your application is submitted, you will be prompted to go to your Consumer Dashboard.

From the Consumer Dashboard, you can review Marketplace notices, edit your application, upload follow-up documents, and more. Learn more about the Client Consumer Dashboard here.

You may sign back into your Consumer Dashboard at any time by visiting HealthSherpa.com and entering your login information or by re-opening the initial link sent by your agent.