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 your Carrier Settings, click the gear icon in the top-right of your dashboard:

The Carrier Settings landing page will display any states you have already indicated you are licensed within, and provide you with a summary of current carriers you've said you hold appointments and which you've enabled EAP.

You can add additional states you're licensed in by selecting them in the 'Add States' menu. To remove states, expand the 'Edit' menu within the desired state and select 'Delete'.

To update appointment and EAP carrier designations, expand the 'Edit' menu within the desired state.

Notate which Carriers you're appointed with by adjusting the 'Are you appointed' toggle to 'Yes'.

If you've enabled the HealthSherpa Enrollee Assistance Shared-Service Model, you'll also be able to select which Carriers you want to Enable Enrollee Assistance. Notate which Carriers you want to utilize the EAP by adjusting the 'Enable Enrollee Assistance' toggle to 'Yes'.

Due to CMS guidance surrounding plan display, appointment and EAP carrier designations do not have an effect on plans that are visible in your shopping experience.

Your NPN (or Override NPN) will be automatically applied to any application submitted for a carrier that does not have Enrollee Assistance enabled.

If both the 'Are you appointed' and 'Enable Enrollee Assistance' boxes are toggled to ‘Yes’ for a carrier, applications for that carrier using your direct marketing link will be submitted using the EAP. If you are completing the enrollment for the consumer, you will be prompted to confirm whether you wish to proceed using the EAP or wish to adjust your Carrier settings prior to proceeding with the enrollment.

HealthSherpa is focused on states that utilize the Federally-facilitated Marketplace (FFM). You do have the ability to run quotes in SBM states on our system, but when you try to enroll, we'll link you off to the state SBM directly.

Georgia is an exception to this rule. HealthSherpa is excited to partner with Georgia Access and support the State of Georgia in their transition to a State-based Exchange (SBE) for ACA enrollments for plan year 2025! Georgia Access is the first SBE to bring the benefits of the EDE experience to consumers and agents, partnering with EDE entities like HealthSherpa.

Agents can add Georgia to their Carrier Settings and will be able to help Georgians shop for, compare, and enroll in quality, affordable healthcare coverage using HealthSherpa, just as they have in previous years. Learn more here.

We list every Carrier that participates in ACA. If you're not seeing a Carrier, double check that the name is right – some Carriers use different names in different states.

Yes, depending on state insurance laws. 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.

Yes, depending on state insurance laws. You can enable EAP for any Carrier you'd like; however, you remain responsible for complying with all applicable state insurance laws regarding licensure and appointment. The EAP may not be used to circumvent any laws or regulations.

We verify your licensure status in each state using NIPR at the time of each application – NIPR is a national database that stores information on every licensed agent. We do not verify your appointment settings.