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Licensed agents can create a free HealthSherpa account at any time. In this article we cover:

If you would like guidance on account creation, please reach out to Agent Support for assistance.

HealthSherpa allows licensed agents to choose between three account types when working to connect consumers to ACA coverage. Agents may have a HealthSherpa for Agents account, a HealthSherpa Enrollee Assistance Full-Service account, and a Carrier-specific HealthSherpa account.

All account types are free and also allow agents the option to create an agency account or link to an existing Agency.

While agents are allowed to create multiple HealthSherpa accounts, each account is only to be used by the agent associated with the account. Users will not be permitted to log into multiple accounts at the same time, nor may users share accounts.

HealthSherpa for Agents accounts display all available plans in a consumer's writing area, and enrollments will be processed according to the agent's carrier settings.

Agents may wish to create this type of account if they:

With a HealthSherpa Enrollee Assistance Full-Service account, agents transfer consumer relationships to HealthSherpa via a personalized phone number or enrollment link. When the consumer calls/logs in, HealthSherpa conducts a full needs analysis, manages the enrollment and the consumer relationship. HealthSherpa will pay agents for each eligible enrollment processed through the Enrollee Assistance Program (EAP). Learn more about the EAP here.

Agents may wish to create this type of account if they:

Carrier-specific HealthSherpa accounts display plans from a single-carrier. Agents wishing to create a Carrier-specific HealthSherpa account should reach out to their carrier contacts for instruction.

You can create a free HealthSherpa for Agents account by following the steps below. We recommend that you input accurate and complete information for all of these steps. If you make a mistake, you can update your information later by visiting the Settings page within your account or by reaching out to our Agent Support team for assistance.

Here is a video that walks you through the steps outlined below.

When you are ready to create a HealthSherpa for Agents account, you can begin the signup process by clicking this link.

Enter the email address you want associated with your HealthSherpa account as well as a secure password.

Our platform will send important information to the email address provided, so please use a professional email that you check often.

On the next screen, you will enter some basic information and share where you first heard about HealthSherpa.

We recommend inputting your name and Company Name with proper capitalization (e.g. Alex Smith).

If you are not part of a Company, you can just write your name again.

Select the option that best describes you and your ACA business. If you are an independent agent, pick the first option.

If you are part of an agency and select the 'Join an existing agency' option, you will see the following page where you will input the join code for your agency.

If you do not know the join code for your agency, we recommend that you check in with leadership at your company before moving on in the account creation process. It is also possible to create a solo account and add your agency's join code within the Settings page of your account later to link up with your agency.

In this step, you will list all states you are licensed within and input all of the Carriers with which you are appointed. It is very important that this is correct and updated at all times.

You can update this information at any time from the Carrier settings page of your account. Click here for directions.

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 to any application submitted. To update EAP carrier designations, go to the Carrier Settings page of your account. Click here for directions.

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. You may decide to enable the Enrollee Assistance Program during account creation or by visiting the Bonuses page within your account. 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.

All agents who want to use a HealthSherpa Agent account for ACA enrollments must be FFM certified. In this step, be sure to provide accurate information.

The NPN you share in this step will be attached to all applications you submit through HealthSherpa, so be sure to provide accurate information. If you need to change this information later, you can do so by visiting the Settings page within your account or by reaching out to our Agent Support team for assistance.

If you are not FFM certified, but are certified to sell within one of the supported ACA state-based marketplace (e.g. Georgia), you should leave the FFM username field empty.

CMS requires agents and brokers to integrate their FFM account in order to search the Marketplace, submit applications, or view clients. You can integrate your HealthSherpa and FFM accounts initially during account creation or you can integrate after logging in to your HealthSherpa account for the first time. Learn more here.

If you are not FFM certified, but are certified to sell within one of the supported ACA state-based marketplace (e.g. Georgia), you should select the 'Skip for now' option.

Next, you will you will then be directed to your client dashboard where you will be prompted to allow HealthSherpa to conduct NIPR checks.

Enhanced Direct Enrollment allows HealthSherpa to fully integrate with Healthcare.gov so you can do applications entirely on HealthSherpa without being redirected to Healthcare.gov. Be sure to Enable EDE within your account so that you can access the full benefits available to you.

If you are not FFM certified, but are certified to sell within one of the supported ACA state-based marketplace (e.g. Georgia), you will need to reach out to Agent Support to manually complete this step.

That's it, you're ready to go! Review our Getting Started Guide to get instructions on how to use all functions on the HealthSherpa Dashboard.

You can create a free HealthSherpa Enrollee Assistance Full-Service account by following the steps below. We recommend that you input accurate and complete information for all of these steps. If you make a mistake, you can update your information later by visiting the Settings page within your account or by reaching out to our Agent Support team for assistance.

Here is a video that walks you through the steps outlined below.

When you are ready to create a HealthSherpa Enrollee Assistance Full-Service account, you can begin the signup process by clicking this link.

Enter the email address you want associated with your HealthSherpa account as well as a secure password.

Our platform will send important information to the email address provided, so please use a professional email that you check often.

On the next screen, you will enter some basic information.

We recommend inputting your name and Company Name with proper capitalization (e.g. Alex Smith).

If you are not part of a Company, you can just write your name again.

Select the option that best describes you and your ACA business. If you are an independent agent, pick the first option.

If you are part of an agency and select the 'Join an existing agency' option, you will see the following page where you will input the join code for your agency.

If you do not know the join code for your agency, we recommend that you check in with leadership at your company before moving on in the account creation process. It is also possible to create a solo account and add your agency's join code within the Settings page of your account later to link up with your agency.

In this step, you will list all states you are licensed within. You must be licensed in at least one state to create a HealthSherpa Enrollee Assistance Full-Service account.

Review the agent joint marketing agreement, select the ‘I have read and accept the agreement’ checkbox, then choose the ‘I accept’ button.

Next, you will then be directed to your dashboard where you will be prompted to allow HealthSherpa to conduct NIPR checks.

That's it, you're ready to go! Watch a recording of a recent training webinar to get instructions on how to use your HealthSherpa Enrollee Assistance Full-Service account.

When creating a HealthSherpa account, you will be asked for the email address you’d like to have associated with the unique account. This is the email you will use to log into the account. Many agents prefer to use a single email address.

HealthSherpa allows you to leverage the same email account across multiple HealthSherpa accounts using the “+modifier” method. The “+modifier” means that you will add a ‘+’ followed by a word of your choice before the ‘@’ symbol of your email address. For example:

You will use the respective +modifier when logging into the desired account and anytime you need to reset your password for the desired account. All emails and notifications sent to your +modifier accounts will automatically route to your original email address.

You may create as many HealthSherpa accounts as you’d like using the “+modifier” method. Note: while agents are allowed to create multiple HealthSherpa accounts, each account is only to be used by the agent associated with the account. Users will not be permitted to log into multiple accounts at the same time, nor may users share accounts.

If you are having any technical issues using HealthSherpa, or have questions about our platform please contact our Agent Support team. Agent Support can be reached by phone at (888) 684-1373, email at agent_support@healthsherpa.com, or by chat directly from your account.