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CMS requires all EDE partners, like HealthSherpa, to use additional authentication for all agents and brokers. Integrate your HealthSherpa account with your FFM account to make sure you don't lose functionality.

CMS requires you to reintegrate your accounts every 12 hours. Agents without an active integration will not be able to search the Marketplace, submit applications, or view clients.

This article will cover:

You are the only one permitted to log in to your HealthSherpa for Agents account, only you may use your CMS portal credentials, and only you may actually complete or renew your FFM account integration.

When integrating your FFM account, be sure to follow these guidelines:

You should be the sole user of any account that is yours. Shared accounts are not allowed and all accounts are blocked from being accessed by more than one user at a time. This is true for both CMS and HealthSherpa.

If your HealthSherpa and CMS accounts are not linked, you will see several alerts designed to help you avoid interruptions while using HealthSherpa for Agents. Alerts include:

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.

To integrate your FFM account during log in, select the “Integrate account” button during the sign up flow:

To integrate your FFM account after logging in to HealthSherpa, go to your Settings page.

You will need to renew your FFM integration every 12 hours to remain in compliance with CMS requirements and to continue using EDE functionality.You can reintegrate your HealthSherpa and FFM accounts before or after signing in to your HealthSherpa account.

To reintegrate your FFM account during sign in, select the ‘Reintegrate account’ option during the sign in flow. You will also notice a countdown on this page that shows the remaining time your account will stay integrated.

To reintegrate your FFM account after logging in to HealthSherpa, you may follow any of the below steps. Any of these paths will launch the CMS Identity Management portal in a new window. Log in using the same FFM username and password you use to log in to your CMS account. Optional pathways to reintegrate after signing in to HealthSherpa include:

Once your account is reintegrated, you will see a success notice open in a new tab. You may close this tab and return to your dashboard or allow the tab to close automatically.

Agents who have improperly shared credentials in the past or had others integrate their accounts on their behalf previously will need to reintegrate their FFM account with HealthSherpa.

To remove a prior FFM account integration and properly reintegrate your account:

Only the FFM account holder may ever have or use their CMS credentials. Be sure to communicate this messaging back to the individual who previously integrated your account so they are aware they must cease this behavior. You may also wish to reset your HealthSherpa & CMS Enterprise Portal passwords for increased security.

This requirement means if you do not complete this authentication you will not be able to use Enhanced Direct Enrollment (EDE) through your HealthSherpa account. This will impact on-exchange enrollments, DMI resolution, and several other features that help you manage your book of business throughout the year. If you do not authenticate your account, CMS will not allow you to:

The following situations and features will not be impacted by this change:

An agent's “FFM account” refers to the account an agent logs in to when they visit the CMS Enterprise Portal at portal.CMS.gov.

CMS requires EDE partners like HealthSherpa to use additional FFM account authentication for all agents and brokers; it’s really just a security feature.

During account creation, you should leave the FFM username field empty. 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 after you have created your account. Agent Support will be able to manually complete identity verification so that you may proceed.

FFM usernames and passwords are not case sensitive.

Follow the steps CMS has outlined to recover your username here.

Follow the steps CMS has outlined to reset your password here.

Visit the CMS Enterprise Portal FAQ page, the CMS Enterprise Portal User Guide, or reach out to the CMS Agent Broker Help Desk by calling 1 (855) 267-1515 or email FFMProducer-AssisterHelpDesk@cms.hhs.gov.

No. Only you are permitted to complete or renew your FFM account integration. If another group or person has access to your credentials (i.e. internal teams, assistants, IT groups) they may unknowingly cause CMS to create additional account linkages you did not authorize which will disrupt your FFM account integration. CMS and HealthSherpa both prohibit the sharing of credentials for any account.

No. Only the FFM account holder may ever have or use their CMS credentials. Shared accounts are not allowed, and all accounts are blocked from being accessed by more than one user at a time. This is true of CMS and HealthSherpa.

You must be a licensed agent to create a HealthSherpa for Agents account or access consumer information on the federal marketplace. If you’d like to learn more about getting started in the ACA space, learn more here.

Follow this step by step guide to create a CMS Enterprise Portal account & learn more about FFM certification here.

Yes. Multiple HealthSherpa accounts for a single user are allowed, but there cannot be multiple people logging in to the same account. Folks also cannot be logged in to multiple accounts associated with the same FFM credentials simultaneously.

If the individuals are licensed agents, they may create a HealthSherpa for Agents account and link their account to your agency. Once the agents are linked to your downline, you may leverage agency features such as shared book and full book to make it easy for agents in your agency to compliantly access each other's clients and leads.

If the individuals are non-licensed, they can learn more about getting started in the ACA space here. You must be a licensed agent to create a HealthSherpa for Agents account or access consumer information.

This is not permitted. Only the licensed agent is permitted to complete or renew their FFM account integration. If another group or person has access to any agent's credentials (i.e. internal teams, assistants, IT groups) and uses those to integrate an account, they may unknowingly cause CMS to create additional account linkages that were not authorized which will disrupt all associated FFM account integrations. CMS and HealthSherpa both prohibit the sharing of credentials for any account.

You will need to reintegrate your FFM account with HealthSherpa to ensure your account doesn’t experience slow submissions or rate limits. Follow the steps outlined in this help article to reintegrate your account.

Only the FFM account holder may ever have or use their CMS credentials. Be sure to communicate this messaging back to the individual who previously used your credentials so they are aware they must cease this behavior. You may also wish to reset your HealthSherpa & CMS Enterprise Portal passwords for increased security. If you share computers with others in your office, do not select the ‘Keep me logged in’ option and be sure to log out of CMS Enterprise Portal prior to passing the computer along to another user.

If you suspect fraud, reach out to the CMS Agent Broker Help Desk by calling 1 (855) 267-1515 or email FFMProducer-AssisterHelpDesk@cms.hhs.gov.

You will need to reintegrate your FFM account with HealthSherpa to ensure your account doesn’t experience slow submissions or rate limits. Follow the steps outlined in this help article to reintegrate your account.

Only the FFM account holder may ever have or use their CMS credentials. Be sure to communicate this messaging back to the individual who previously integrated your account so they are aware they must cease this behavior. You may also wish to reset your HealthSherpa & CMS Enterprise Portal passwords for increased security.

FFM integration is required for each HealthSherpa for Agents account, including Agency Administrator accounts. Users without an active FFM integration will not be able to search the Marketplace, submit applications, or view clients.

If an agency administrator does not have an active FFM integration, agents in their downline who do have an active integration will not be impacted. Any Agency settings in place (e.g. NPN Override, Shared Book, Full Book, Multi-Admin) will remain functional in this instance.

If your FFM integration is expired or you are not integrated, you will not see your on-exchange book of business within HealthSherpa. All of your on-exchange client and lead data is still associated with your account, it is simply hidden as a security measure required by CMS. This is because CMS owns the federal exchange data. Once you reintegrate, you will see and be able to manage your entire on-exchange book of business again.

If the FFM username you placed into your HealthSherpa settings page doesn’t match the FFM username you’re trying to integrate with, you will receive a customized version of the below FFM username mismatch message. To resolve this issue, select one of the radio options and continue.