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An agency account on HealthSherpa allows agents to compliantly link accounts together in a variety of structures. Agency administrators have visibility into the agency downline and control over certain agent settings.

In this article we'll cover:

Accounts linked to an agency are part of the agency's downline. An agency can organize its downline in two ways: as direct downline agents or as sub-agencies.

In this example, Agency A's downline consists of four direct downline agents and one sub-agency, Agency B. Agency A has visibility into all accounts shown, including those aligned under Agency B and Agency C.

Agency A controls many features for its direct downline agents but does not control agency features for Agency B, Agency B's downline agents, or Agency C.

Any HealthSherpa account that is not already linked to an agency can be made into an agency account. The agent who first creates an agency becomes the primary administrator (primary admin) for the agency.

An agent can create an agency during initial account creation by selecting the option to create an agency account during setup.

If the agent already has a HealthSherpa account, an agency can be created at any time from the HealthSherpa dashboard.

The Agency page is available after an agency account has been created. For a walkthrough of each tab on the Agency page, see Agency page. To learn about viewing, releasing, or terminating downline accounts, see Managing the agency downline.

Each agency has a unique join code, which is used to link agents and sub-agencies to the agency. Join codes are not case sensitive.

To find the join code, go to the Agency page and select the Settings tab. The join code appears in the Join code section.

Each licensed agent needs their own HealthSherpa account to link to an agency. Agents may not share credentials under any circumstances. Agents can only link to agencies that match their account type.

There are two ways to link agents to an agency:

To join your agency, an agent simply needs to add your unique agency join code to their account. Once agents add your unique join code, they'll appear as a downline agent in your Agency page.

Your agents can manually enter your agency join code during their account creation process or they may enter the code afterwards within their Settings page:

You may also invite agents to your agency by using the “Invite agents” button located within your Agency page. The “Invite agents” button allows you to email your agents an invite that includes a unique link directing them to create a new account. Once they click on the link and follow the steps, their new account will automatically be connected to your downline - no manual join code entry required. Here is the window that opens after selecting the “Invite agents” button.

If another agency would like to join the downline, the joining agency becomes a sub-agency and the existing agency becomes the sub-agency's upline agency. Only the primary admin of another agency can join their agency as a sub-agency. Agencies can only link to agencies that match their account type.

To join your agency, the primary admin of the agency will go to the Settings tab located within their Agency page. From the 'Upline affiliation' section, they will enter your unique agency join code and select the "Join" button.

Once the primary admin adds your unique join code, they'll appear as a sub-agency in your Agency page. Please note that certain agency settings will still be controlled on a per-agency basis.

When getting your agency set-up on HealthSherpa, we recommend going through all steps outlined in our Agency onboarding checklist. A few notable steps include determining how you’d like to have bonus dollars paid, deciding how you’d like access distributed among your agents and setting restrictions for certain capabilities, and determining how you would like to leverage your branded enrollment website.

There are several bonuses available to agents within their HealthSherpa for Agents account. One of the bonuses available is the HealthSherpa Enrollee Assistance Shared-Service Model.

By default, HealthSherpa pays bonus dollars earned to the individual agents who earn them. Alternatively, you may choose to participate in our HealthSherpa Agency JMA, which pays these dollars out at the agency level instead of to the agents directly. This lets you disperse payouts according to your agent agreements. If you’d like bonus dollars paid at the Agency level instead of the individual agent level, follow the steps outlined here to participate in an Agency JMA.

Agency administrators can control a handful of settings that allow you to distribute access to agents in your downline and restrict certain capabilities. Note: Downline agents often need to have EDE enabled in order for you to be able to set these permissions.

From the “Agency” page inside your dashboard you can:

Each HealthSherpa for Agents account includes a free, customizable direct marketing link. When selected, your unique marketing link leads consumers to an enrollment website where consumers may quote to see available plans and even enroll!

When clients enroll through your unique direct marketing link, they are associated with your account and will have your NPN automatically applied to any application submitted. Note: If you are participating in the Enrollee Assistance Program (EAP), the NPN applied will depend on your specific EAP and any alternative Carrier Settings you have in place for respective carriers.

As an agency administrator, you may wish to share your unique link with your agents so that all consumer driven applications are connected to your carrier settings. Consumer driven applications that are submitted using one of your downline Agents’ unique links will follow the carrier settings associated with the respective agent’s account.

If you want to learn more about our unique Agency features, watch an overview of these features in English:

Video last updated August 20, 2024

Video last updated March 14, 2025

You may also recent recordings of Agent Training webinars in English and Spanish here.

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.

For agency specific needs, contact our Agency Success team at Agency.Success@HealthSherpa.com.