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Agency Onboarding Checklist
Agency Onboarding Checklist

Follow these steps to get the most out of your new HealthSherpa for Agents account.

Marianna Di Regolo avatar
Written by Marianna Di Regolo
Updated over a week ago

Our goal at HealthSherpa is to provide you with the right tools and resources so you can easily manage and grow your business. To get started, we recommend going through the steps outlined in this checklist. Each step will help you get familiar with your HealthSherpa for Agents account so you’re ready to start utilizing the tools, training and support available to you.

☐ Step 1: Make sure your team is FFM certified

In order to sell Affordable Care Act (ACA) health insurance plans, first you and your agents need to complete the Federally Facilitated Marketplace (FFM) certification for the most recent plan year. Your team can get certified through HealthSherpa while also earning continuing education (CE) credits. If your agency is interested in selling ACA plans in a State-Based Marketplace (SBM), your agents will have to go through that state’s specific training and certification process.

☐ Step 2: Get appointed with carriers offering ACA Plans

The next step is for you and your agents to choose and get appointed with carriers offering ACA health insurance plans in states where you’re licensed. To see a list of these carriers visit’s Rate Review page. To learn about new carriers who are entering a state’s ACA market, we recommend checking for announcements directly from that carrier.

☐ Step 3: Create or Login to your HealthSherpa for Agents account

Creating a new agency account is fast and easy. Most agents are able to go through this process in 3-4 minutes. All you have to do is head over to HealthSherpa and click on the blue "Start Enrolling Faster'' button. Then enter your email address, password, and follow the steps to create a new account. Or if you already have a HealthSherpa for Agents account, click here to log in.

☐ Step 4: Link your agents to your agency account

Each of your agents will need their own HealthSherpa account and this step will make sure their account is connected to yours. To get started, head over to the “Agency” tab inside your dashboard and click on the “Invite Agents” button on the right-hand side. From there, you can email your agents an invite that includes a unique link directing them to create a new account. Once they click on the link and follow the steps, their account will automatically be connected to yours.

Another way to link your agents to your agency account is by sharing your agency “join code” which you can find under the “Settings” tab. Your agents can enter the code during the account creation process or afterwards directly from their “Settings'' tab. Click here for more information.

☐ Step 5: Integrate your FFM account

CMS requires additional authentication for agents and brokers which helps to increase your overall security. Luckily, this is a quick and easy process to complete. All you have to do is log into your HealthSherpa account, select the “Setting” tab, and click on the “Integrate My FFM Account” button. This will take you to the CMSportal where you can log in and authenticate your HealthSherpa account. Both you and your agents will need to complete this step every 30-days.

☐ Step 6: Enabled Enhanced Direct Enrollment (EDE)

Enhanced Direct Enrollment is an exciting technology that allows HealthSherpa to fully integrate with That means you can process applications, submit follow-ups, and track status without ever leaving HealthSherpa — so managing your agency is easy and more streamlined. To turn on EDE, log into your HealthSherpa for Agents account, click on the “Enable EDE” button on the top, and complete the short ID verification process. Also, make sure to let your agents know about this important step.

☐ Step 7: Join HealthSherpa's Referrals Program

Our optional referral program is a simple way to help your clients get ACA health coverage while you get paid for more enrollments. This is a great opportunity when you or your agents aren’t appointed with a specific carrier. To turn on the referral program, select the "Bonuses" tab inside your dashboard, turn the referrals setting to “on,” and start earning up to $200 for every conversion. You can also choose which carriers you would like to refer by clicking on the gear icon located on the top, right-hand side of your dashboard and selecting “Carriers.”

It’s also important to know, HealthSherpa automatically makes these payments at the agent level. If you prefer these are paid at the agency level, please contact our team.

☐ Step 8: Review agency management tools

As the primary agency admin, you control a handful of settings that you can find under the “Agency” tab inside your dashboard. You also have the option to grant admin access to other agents so they can control these settings, too. Here’s a quick overview:

  • Agent Search: Search for a specific agent by name or NPN

  • Shared Book: Grant agents access to each other's clients and leads

  • Full Book: Grant agents access to your entire agency-wide book of business

  • NPN Override: Give agents the ability to apply a principal NPN to their applications

  • Agency Export Reports: Export your full book of business, agency roster, and outstanding DMIs

Watch this video to learn more about the unique Agency features on HealthSherpa for Agents:

☐ Step 9: Upload your Book of Business

Now it’s time to import your existing book of business. Once you do, you will be able to easily manage your clients and leads, report changes, process renewals, plus more, directly from your HealthSherpa for Agents account. To get started, head over to the “Clients” tab inside your dashboard and click on the “Import” button. Then follow the steps shown to upload your existing clients. (To upload leads, go through the same process starting from the “Leads” tab.)

☐ Step 10: Register for HealthSherpa Agent Training

Our team hosts live training webinars so you and your agents can get familiar with the powerful shopping, enrollment and marketing tools we've designed to help you grow your agency. Register for a training session in English or in Spanish.

☐ Step 11: Set up your own branded enrollment website

When you create a HealthSherpa for Agents account, you also get access to your own branded enrollment website. We love this feature because it gives your clients the opportunity to self-enroll and saves you time to focus on other parts of your agency. Plus, it’s a great tool for marketing and promotion.

To start using your own branded enrollment website all you have to do is click on the marketing tab inside your dashboard, update the custom landing page, and start sharing your unique link with clients. Also, all applications submitted through your enrollment website will have your NPN attached or follow the referral settings you’ve selected. You can either share your unique link with your agents so that all consumer driven applications are connected to your NPN and referral settings — or they can use their own enrollment website which will be connected to their NPN and referral settings.

☐ Step 12: Start growing your agency!

With your HealthSherpa for Agents account you get access to powerful shopping and enrollment tools so you can: 1. Easily filter, compare, and share plans with your clients. 2. Access fast, accurate quoting with subsidy estimation. 3. Quickly search for providers and prescriptions. 4. Find plans from all carriers in your area. 5. Access pre-filled renewal applications, plus more. To start enrolling clients, click on the “Quote” button on the top of your dashboard!

If you need any additional help, please check out the resources below:

Agent Support Team: We're available to answer any questions that relate to your account, your downline agents, enrolling clients, new policy, plus more. You can reach out to us at 888-684-1373 or by email at You can also find our contact information by clicking on the question mark icon on the top, right-hand side of your dashboard and selecting the "Support" button.

HealthSherpa Account Manager: You can request a dedicated account manager who can answer any agency related questions and ensure your agency is set up for success. That includes personalized training for you and your team, a comprehensive overview of product features, a walk through of agency specific settings, plus more. Click here to request an account manager.

Agency Resource Guide: This is one of the best places to learn more about HealthSherpa and how our platform can help you easily manage your agency. This page includes step-by-step instructions on creating a new account, navigating your dashboard, utilizing our shopping, enrollment, and lead management tools, plus more.

Agent Help Center: If you have any questions that relate to your HealthSherpa for Agents account, you likely will find the answer here. Our Agent Help Center is made up of over 100 articles, each one providing a detailed walkthrough of the tools, training or support available to you. Click here to visit the Help Center in Spanish.

Monthly Newsletter: Keep an eye out for our monthly newsletter where we share exciting new product features, helpful resources, Marketplace insights, ACA news, plus more.

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