Please complete the following steps when you're working with a health insurance agent and they've asked you to review and confirm your personal information and plan details.

Look for an email from No_Reply@HealthSherpa.com. From the email, click Confirm and enroll in your health plan to get started.

The email will look something like this (If you do not see the email, check your spam or junk folder.):

If you do not already have an account on HealthSherpa, select Continue to verify your identity. You will create an account later.

If you already have an account on HealthSherpa, sign in by entering the email address and password associated with that account. (If you have already verified your identity, you will proceed to Step 5: Review and submit your application after signing in to your account.)

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 that your agent entered on your application, 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, you will get questions based on your personal credit history. Answer as best as you can then select the Verify and create account button. Exact questions may vary, but here is an example of credit history questions:

If you get errors or see "Unable to verify your identity," let your insurance agent know and they will take other steps to help you complete your enrollment.

After you have successfully verified your identity, you will be asked to create an account on HealthSherpa if you do not already have one. Enter the email address and password you would like have associated with your new account.

After successful account creation, you will be automatically signed in to your new account.

After you are signed in to your account, you will be given access to your application. On the Review page of the Finalize section, you can review the information your agent entered for you.

Use the navigation panel on the left side of the page to visit any portion of the application. Use the edit buttons to edit or update anything information.

When the information is correct, select the Continue button to proceed.

Next, review the agreements listed on the Agreements page of the Finalize section. Select your response and choose Continue to proceed.

You will then review all items listed within the Tax attestation page of the Finalize section. Select your response and choose Continue to proceed.

Lastly, you will review and complete the Sign and submit page.

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

On the Eligibility Results page, you can 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.

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. Select the Enroll in this plan button to finalize your submission.

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.

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.

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 in to 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.