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Window shopping is a period that lets agents preview plans for the upcoming plan year before the Open Enrollment Period (OEP) begins.
In this article we’ll cover:
Window shopping is not applicable for HealthSherpa Enrollee Assistance Full-Service account types.
Window shopping at a glance
For states that use the Federally Facilitated Marketplace (FFM), the annual Open Enrollment Period (OEP) for plan year 2027 Affordable Care Act (ACA) plans begins on November 1, 2026 and ends on December 15, 2026.
Window shopping typically starts mid to late October and allows agents to preview plans for the upcoming plan year.
Agents will be alerted by the Centers for Medicare & Medicaid Services (CMS) and HealthSherpa when window shopping begins. Once this period is initiated, agents can view plans for the upcoming plan year during plan shopping.
State-Based Marketplaces (SBM) can have different Open Enrollment dates and can start the window shopping period on a date that is different from the FFM. View more information on Marketplace types by state.
How to window shop
During window shopping for plan year 2026, agents used their existing plan shopping workflow and select the plan year toggle to preview plans for the upcoming plan year.
If agents needed to view plans for the current plan year, for example Special Enrollment Period (SEP) enrollments, agents used the plan year toggle to view current plan year plans.
Demonstration of window shopping for plan year 2026:
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.