Agents should enter accurate and complete information during setup. Information can be updated later from the Settings page or by reaching out to Agent Support for assistance.

A professional email address that is checked regularly is recommended, as HealthSherpa sends important account updates by email.

This section explains how to create a free HealthSherpa for Agents account.

Begin the signup process for a HealthSherpa for Agents account by going to the HealthSherpa website.

Here, you will enter the email address you want associated with your HealthSherpa account as well as a secure password.

On the next screen, select a preferred language and enter basic personal information.

Next, tell us about your business. Based on the selections made here, you will have the option to create an agency account or link the account to an existing agency.

On the following page, you will see the option to turn on the Enrollee Assistance Program (EAP). Enabling the EAP allows you to maintain a strong relationship with your consumers throughout the year while partnering with HealthSherpa for application & enrollment assistance.

If you choose to turn the EAP on, you'll be prompted to add licensed states, indicate your carrier appointments, and choose EAP carriers. These selections can be updated at any time from the Carriers tab.

Next, enter your National Producer Number (NPN) and select the authorization checkbox.

The Centers for Medicare & Medicaid Services (CMS) requires HealthSherpa to verify agent licenses before enrollments can be completed. HealthSherpa checks license information through the National Insurance Producer Registry (NIPR).

CMS requires agents and brokers to have an active FFM account integration in order to search the Marketplace, submit applications, or view clients. Agents also need to complete an identity check in order to leverage HealthSherpa's full suite of unique features.

Select the Guided setup button to initiate these steps or Skip to do these required steps later.

Agents who are not FFM certified but are certified to sell coverage through a supported SBM, such as Georgia, should select Skip.

Select the Integrate FFM account button to launch the CMS portal in a new window.

Log into the CMS portal using the FFM username and password associated with your CMS account.

Once your account is integrated, you will see a success notice open in a new tab. Close this tab and return to the account set up page or allow the tab to close automatically.

Once your account has been successfully integrated, select the Refresh page button to proceed.

CMS requires agents to verify their identity when using Enhanced Direct Enrollment (EDE) pathways, such as HealthSherpa.

Agents who are not FFM certified but are certified to sell coverage through a supported SBM, such as Georgia, should reach out to Agent Support to manually complete this step.

Once these steps are complete, the HealthSherpa dashboard will load, confirming that your HealthSherpa for Agents account has been successfully created.

Review the ACA checklist located on the Home page to finish setting up your account.

Notable checklist items include:

This section explains how to create a free HealthSherpa Enrollee Assistance Full-Service account.

Begin the signup process for a HealthSherpa Enrollee Assistance Full-Service account by clicking this link.

Enter the email address you want associated with the account and create a secure password.

On the next screen, enter basic personal information.

Enter name and company name using proper capitalization. If you are not part of a company, re-enter your name in the company name field.

Select the option that best describes the ACA business. Independent agents should select the first option.

Agents who select the option to join an existing agency will be prompted to enter an agency join code.

If the agency join code is not available, agents should check with agency leadership before continuing. Agents may also complete account setup first and add the join code later from the Settings page.

If the agency join code is not known, check with agency leadership before continuing with account setup. Agents may also complete setup first and add the agency join code later from the Settings page.

Select all states where the agent is licensed. At least one licensed state is required to create a HealthSherpa Enrollee Assistance Full-Service account.

After adding licensed states, agree to the required attestations to continue.

Review the agent joint marketing agreement. Select the checkbox confirming the agreement has been read, then select I accept to continue.

CMS requires Multi-Factor Authentication (MFA) be enabled to access your HealthSherpa account. After selecting a preferred authentication method, select the Back to dashboard button to continue.

After arriving at your dashboard, you will be prompted to allow HealthSherpa to conduct National Insurance Producer Registry (NIPR) checks.

Review the checklist located on the Bonuses page to finish setting up your account.

When creating a HealthSherpa account, you will be asked to enter the email address you want associated with the unique account. This is the email address you will use to log in to the account. Many agents prefer to use a single email address.

HealthSherpa allows agents to use the same email inbox for multiple HealthSherpa accounts by using the +modifier method.

Add a + symbol followed by a unique word before the @ symbol in the email address. For example:

Use the full +modifier email address when logging in to the desired account and when resetting the password for that account. All emails and notifications sent to +modifier email addresses will be delivered to your original email address.

Agents may create as many HealthSherpa accounts as desired using the +modifier method, but each account may only be used by the agent associated with the account. Users may not log into multiple accounts at the same time and may not share accounts.

Agents who would like to be released from an agency should reach out to their agency administrator for approval. Agency administrator details can be found in the Agency affiliation tab within the Settings page.