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Welcome to the HealthSherpa for Agents: Resource Guide. If you want to get the most out of your HealthSherpa for Agents account then you’re in the right place. This guide is one of the best ways to learn more about the tools, training, and support available to you.

We recommend bookmarking the HealthSherpa Help Center for future reference.

Here’s everything that’s included in this guide — you can also click on a topic below to jump to that section:

We recommend checking out these additional resources to get the most out of your HealthSherpa for Agents account:

HealthSherpa provides an enhanced enrollment connection meaning every application will be automatically synced with HealthCare.gov. Clients never have to log into HealthCare.gov and your application time decreases to an average of 7.5 minutes!

At HealthSherpa our goal is to provide you with the right tools and resources so you can easily manage and grow your ACA business. With a free, EDE-enabled HealthSherpa for Agents account you can:

We also have been the largest ACA enrollment platform since 2013:

Creating a 'HealthSherpa for Agents' account is fast, easy, and free. Most agents are able to go through this process in 3-4 minutes. If you haven't already created a 'HealthSherpa for Agents' account, visit this page for step-by-step instructions.

CMS requires HealthSherpa (and all EDE partners) to require agents and brokers to integrate their FFM accounts. Agents who fail to do so will not be able to search the Marketplace, submit applications, or view clients.

Luckily, this is a quick and easy process to complete. Here’s how:

You will need to complete this authentication process every 12 hours to remain in compliance with CMS requirements.

Learn more about integrating and renewing your FFM account integration here.

Enhanced Direct Enrollment is a technology that allows HealthSherpa to fully integrate with the Marketplace, so you can do applications entirely on HealthSherpa without being redirected to HealthCare.gov. With HealthSherpa’s EDE, you can process applications, submit follow-ups, track statuses, and much more without ever leaving HealthSherpa — managing your ACA business becomes easier and more streamlined.

Here’s how to Enable EDE:

Upon successful ID proofing, you will be taken back to your dashboard and the "Enable EDE" button in the top of your dashboard will be gone. You now have access to EDE! Learn more about Enabling EDE here.

The HealthSherpa Enrollee Assistance Shared-Service Model allows you to maintain a strong relationship with your consumers throughout the year and partner with HealthSherpa to provide ACA application assistance, enrollment assistance, and ongoing support for your consumer’s ACA health plan.

If you decide to enable the Enrollee Assistance Program, you will be able to choose for which carriers you’d like to enable EAP. If the application is submitted using EAP, the application will be processed using HealthSherpa's NPN. If the application is not submitted using EAP, your NPN (or Override NPN) will be applied.

HealthSherpa compensates participating agents at the time of enrollment, and additional compensation may occur when consumers stay with the plan for a defined period of time. If you decide to opt into the program, a popup detailing our Joint Marketing Agreement will appear. Learn more about the Enrollee Assistance Program here.

Note: You remain responsible for complying with all applicable state insurance laws regarding licensure and appointment. The EAP may not be used to circumvent state laws that require you to be appointed with a carrier in order to discuss that carrier’s plans with a consumer.

If you choose the HealthSherpa Enrollee Assistance Shared-Service Model, you’re responsible for collecting and uploading consent authorizing you and HealthSherpa to provide support before you proceed. Learn more about EAP consent guidelines here.

If you prefer to transfer all of your consumer relationships to HealthSherpa, consider leveraging the HealthSherpa Enrollee Assistance Full-Service Model. In the Full-Service Model, HealthSherpa collects and documents consent, conducts a full needs analysis, manages the enrollment and the consumer relationship, and all applications are processed using HealthSherpa's NPN.

Your Carrier Settings page is the place to add your licensed states, add your appointed carriers, and (if you have the HealthSherpa Enrollee Assistance Shared-Service Model enabled) to set your Enrollee Assistance Program (EAP) Carriers.

To access this page, click on the gear icon located at the top right-hand side of your dashboard, and select "Carriers." Learn more about your carrier settings here.

With your HealthSherpa for Agents account you get access to powerful shopping and enrollment tools so you can:

To start the shopping and enrollment process, all you have to do is click on the “Quote” button on the top of your dashboard. Watch a training video outlining how to quote, apply, and select a plan using 'HealthSherpa for Agents' to learn more.

Being able to easily manage, track, and follow up with your clients is important. It will help you stay organized, work more efficiently, and most importantly grow your business. That’s why we have spent so much time creating client management tools inside your 'HealthSherpa for Agents' account.

The 'Clients' page displays customers who have finalized their enrollment. The 'Leads' page displays clients who have begun the quoting/application process, but have not yet finalized their enrollment. When Leads submit their application and select and enroll in a plan, they will automatically be moved over to the 'Clients' page.

Here are a few helpful features you can start using today:

Now with Enhanced Direct Enrollment (EDE), you’re able to easily maintain applications directly from HealthSherpa. After you have finalized an enrollment, here are some of the things you can do inside your dashboard:

On HealthSherpa the renewal process is quick and easy, saving you time to focus on other parts of your business. Learn more about available renewal flows here.

HealthSherpa provides a customizable enrollment website where your clients can quote to see available plans and even enroll. Clients are also able to translate the site into Spanish!

Here’s how it works:

Here’s why we love this feature:

Add your custom link to your auto-signature, social media accounts, and business website today!

Click here to learn more about the branded enrollment website and how to use your direct marketing link.

Our team hosts live webinars so you can get familiar with HealthSherpa’s powerful shopping, enrollment and marketing tools designed to help you grow your business. Register for a training session in English or in Spanish.

HealthSherpa Agent Support provides top-tier support for using the HealthSherpa for Agents platform.

Agent Support is open Monday through Friday 6:00am - 4:00pm PST (9:00am - 7:00pm EST) and can be reached by:

Our team can answer your feature questions, help you with technical issues, and provide support for common issues such as:

Thank you for visiting the HealthSherpa for Agents Getting Started: Agent Resource Guide. If you have any additional questions please reach out to our Agent Support Team at (888) 684-1373 or email us at agent_support@healthsherpa.com.