If you decide to create a HealthSherpa for Agents account for your ACA enrollments, you will go through the following account creation process. We recommend that you input accurate and complete information for all of these steps, but, in case you make a mistake, you will have the opportunity to fix your information in the ‘Settings’ tab of your account.
When you are ready to create a HealthSherpa Agent account, you can begin the signup process by clicking this link.
Step 1: Create your account
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.
Step 2: Enter basic personal information
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.
Step 3: Select your account type
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 in the 'Settings' page later to link up with your agency.
Step 4: Input your Carrier appointments
In this step, you will input all of the Carriers with which you are contracted. It is very important that this is correct and updated at all times.
You can do this by updating your Carrier settings anytime through your account. Click here for directions.
Step 5: Decide if our Referral Program makes sense for your business
With HealthSherpa, you have the option to refer applications to us for a referral bonus. If you decide to opt into the program, a popup detailing our Joint Marketing Agreement will appear.
If you decide to join the Referral Program, you will be able to set which carriers you’d like to refer. Keeping the carrier list in your account updated is very important because it determines whether an application is submitted as a referral. Fee amounts will vary, depending on region and carrier. For more details, read more here.
Step 6: Enter your FFM username and NPN
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 do need to change this later, you can do so in the ‘Settings’ tab of your account.
That’s it! You will then be directed to your client dashboard. Review our Getting Started Guide to get instructions on how to use all functions on the HealthSherpa Dashboard.