Your Carrier Settings

Manage your licensed states, appointed carriers, and referred carriers

Jeff Kriege avatar
Written by Jeff Kriege
Updated over a week ago

Your Carrier Settings page is the place to add your licensed states, add your appointed carriers, and (if you have Referrals turned on) to set your Referred Carriers.

We'll describe what all of these settings do below.

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

States & Appointments

You'll be able to add States and select which Carriers you're appointed with.

Due to CMS guidance surrounding plan display, this appointment setting does not have an effect on default plans visible in your shopping experience.


If you've turned Referrals on, you'll also be able to select which Carriers you want to refer here:

When referrals are off, your NPN (or NPN override NPN) will always be applied. HealthSherpa only refers an application if the "refer" checkbox has been selected for the respective Carrier. If both the appointed and refer boxes are selected for the respective carrier, applications for that carrier will be processed as referrals.


Why can't I add SBM states?

HealthSherpa is focused on FFM states. 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.

Why don't I see a Carrier I'm appointed with?

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.

Can I refer Carriers that I'm appointed with?

Yes, you can choose any Carrier you'd like to refer.

Do you verify my licenses and appointments?

We do check with NIPR to verify your state licensure – NIPR is a national database that stores information on every licensed agent. We don't verify your appointment settings.

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