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The Settings page is where agents manage their agent profile, email preferences, carrier appointments, payout details, agency affiliation, and account login information.
In this article we'll cover:
Available tabs may vary depending on the account type the agent is using.
Settings page at a glance
To update account information such as email address, password, & Federally Facilitated Marketplace (FFM) username, go to the Gear icon in the top right corner of the HealthSherpa dashboard, then select Account settings.
Agent Profile
The Agent Profile tab is the default view when an agent selects Account settings from the Gear icon.
The Agent Profile tab is where agents manage their FFM account integration and view agent information, including the FFM user ID, National Producer Number (NPN), and certification status.
Emails
The Emails tab is where agents manage automated email communications sent to consumers and to the agent.
Consumer emails include reminders for follow-up documents and binder payments. Agent emails include notifications for follow-up document status changes, lead creation from a marketing link, and consumer consent updates.
Each email type can be individually enabled or disabled from this tab:
To enable a specific notification, select the Enable checkbox by the desired email.
To disable a specific notification, clear the Enable checkbox by the desired email.
If an agent is part of an agency and cannot make edits to certain email functionality, an agency administrator may be managing the setting. Contact the agency administrator with questions.
Carriers
The Carriers tab is where agents manage licensed states, carrier appointments, and Enrollee Assistance Program (EAP) carrier selections. Carrier settings support the application flow and the enrollment submission that follows plan shopping.
Payout details
The Payout details tab is where agents submit W-9 taxpayer information required to receive bonus payouts from HealthSherpa programs.
Primary administrators can choose to have bonus dollars paid out at the agency level instead of at the individual agent level.
Agency affiliation
The Agency affiliation tab is where agents join an existing agency using a join code or create a new agency on HealthSherpa. Agents who are already affiliated with an agency can find their agency administrator's contact information here.
Account login
The Account login tab is where agents view and update their login details, including email address and password. Agents can also manage two-factor authentication (2FA) from this tab.
Frequently asked questions
Are all tabs available for every account type?
No. Available tabs may vary depending on the account type the agent is using. If an agent does not see a specific tab, it typically means the tab is not available for that account type or the agent does not have permission to access it.
Where can an agent find their agency join code?
An agent who has created an agency can find their join code from the Settings tab within their Agency page. The join code can be shared with downline agents so they can link their accounts to the agency.
Agents who want to join an existing agency should check with their agency leadership if the agency join code is not known.
Where can an agent update their phone number?
An agent's phone number is managed from the Marketing page, not from the Settings page. From the Agent Profile tab, agents can select the Edit this in Marketing link next to the phone number field to navigate to the correct location.
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.