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Join one of our upcoming agent training sessions where you can learn about your 'HealthSherpa for Agents' account or dig into a variety of micro topics. Webinars typically include live demonstration of our platform, Q&A discussion, and often have several training dates available.
We are currently offering the following training webinars:
All who register for a webinar will receive a copy of the recording afterwards. So, even if you aren't available during a scheduled training time, you can still benefit from the information simply by registering for a session.
HealthSherpa 101
HealthSherpa 101 is a comprehensive agent platform training. This session is perfect for agents new to the platform or folks who want to get a refresher course on the platform as a whole. This webinar provides a walkthrough of the HealthSherpa for Agents account, live demonstration of our platform, and Q&A discussion. We cover topics such as:
Creating your account
Important account settings
Dashboard overview
The HealthSherpa application
Using the quoter
Plan selection
Post-enrollment tools
And much more!
This webinar is 1 hour, and is presented in English or Spanish
Selling ACA Plans
Join us as we discuss ways to better understand your unique consumers' needs, how to leverage plan shopping tools within HealthSherpa, and other ACA sales topics.
This webinar is 1 hour, and is presented in English
Consent & compliance
This training will focus on capturing consent, where and how to do that within HealthSherpa, consent management, and other compliance related topics.
This webinar is 45 minutes, and is presented in English
How to resolve Data Matching Issues (DMIs)
Join us as we discuss Data Matching Issues (DMIs), the importance of resolving DMIs when they occur, and how to manage DMIs within your HS account.
This webinar is 45 minutes, and is presented in English.
The HealthSherpa Enrollee Assistance Program
The HealthSherpa Enrollee Assistance Program is a new program for Open Enrollment 2025 that offers agents the opportunity to work with HealthSherpa to ensure their clients have the best enrollment experience possible.
This webinar is 1 hour, and is presented in English.
CMS System Issues & Invalid Action error
As of July 19, 2024, CMS is blocking agents and brokers from making changes to a consumer’s FFM enrollment unless the agent is already associated with the consumer’s enrollment. This applies to all agent-assisted enrollment applications across all enrollment platforms. Join us as we walk through these changes and review how you can proceed with enrollments using HealthSherpa.
This webinar is 1 hour, and is presented in English.
Watch recordings of current and retired webinars
Below you will find the latest recordings of current webinars being offered as well as the final installments of any webinars we've retired.
CMS System Issues & Invalid Action error
As of July 19, 2024, CMS is blocking agents and brokers from making changes to a consumer’s FFM enrollment unless the agent is already associated with the consumer’s enrollment. This applies to all agent-assisted enrollment applications across all enrollment platforms. Join us as we walk through these changes and review how you can proceed with enrollments using HealthSherpa. This webinar is 1 hour, and presented in English.
CMS System Issues & Invalid Action error training deck
The HealthSherpa Enrollee Assistance Program
The HealthSherpa Enrollee Assistance Program is a new program for Open Enrollment 2025 that offers agents the opportunity to work with HealthSherpa to ensure their clients have the best enrollment experience possible. This webinar is 1 hour, and presented in English.
Announcing the new HealthSherpa Enrollee Assistance Program training deck
Processing Plan Year 2025 Renewals on HealthSherpa
You have several different pathways available within your HealthSherpa for Agents account when assisting consumers with plan year 2025 renewals. Join us as we walk through these pathways and answer questions. This webinar is 1 hour, and presented in English.
Processing Plan Year 2025 Renewals on HealthSherpa training deck
HealthSherpa 101 in English
HealthSherpa 101 is a comprehensive agent platform training. This session is perfect for agents new to the platform or folks who want to get a refresher course on the platform as a whole. This webinar is 1 hour, and presented in English.
HealthSherpa 101 in English training deck
TIP: using the 'chapters' icon within the video control panel provides viewers with the ability to navigate easily through different sections of the training.
HealthSherpa 101 en Español
HealthSherpa 101 es una plataforma integral de capacitación para agentes. Esta sesión es perfecta para agentes nuevos en la plataforma o personas que desean recibir un curso de actualización sobre la plataforma en su conjunto. Este seminario web dura 1 hora y se presenta en inglés.
HealthSherpa 101 en Español plataforma de entrenamiento
New to ACA? Start here.
We will discuss frequently asked questions agents have when first getting into the ACA and walk through account creation and setup within HealthSherpa. This webinar is 45 minutes, and presented in English.
New to ACA? Start here training deck
Quote, apply, and select a plan using HealthSherpa for Agents
This training is for agents new to the platform who could benefit from a deep dive into the quoter, the application, and plan selection. This webinar is 1 hour, and presented in English.
Quote, apply, and select a plan using HealthSherpa for Agents training deck
Selling ACA Plans
Join us as we discuss ways to better understand your unique consumers' needs, how to leverage plan shopping tools within HealthSherpa, and other ACA sales topics. This webinar is 1 hour, and presented in English.
Selling ACA Plans training deck
How to resolve Data Matching Issues (DMIs)
Join us as we discuss Data Matching Issues (DMIs), the importance of resolving DMIs when they occur, and how to manage DMIs within your HS account. This webinar is 45 minutes, and presented in English.
How to resolve Data Matching Issues (DMIs) training deck
Compliance & consent
This training will focus on capturing consent, where and how to do that within HealthSherpa, consent management, and other compliance related topics. This webinar is 45 minutes, and presented in English
Compliance & consent training deck
What’s New on the HealthSherpa platform
This training is a must for agents who are actively enrolling on HealthSherpa and will cover recent product improvements and feature releases. This webinar is 30 minutes, and presented in English.
What's New on the HealthSherpa platform training deck
Agency features
If you want to learn more about our unique Agency features, learn more here.
Additional Resources
Have questions? Contact our Agent Support Team at (888) 684-1373 or agent_support@healthsherpa.com.