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Join one of our upcoming HealthSherpa 101 agent training sessions where you can learn about your 'HealthSherpa for Agents' account or get a refresher course. You can also join us for specialty webinars where we 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 60 minutes
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, presented in English
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, presented in English
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, 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, 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, presented in English
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, presented in English
Watch recordings of recent webinars
See below for recordings of recent webinars.
HealthSherpa 101 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 in Spanish
HealthSherpa 101 in Spanish training deck
New to ACA? Start here.
New to ACA? Start here training deck
Quote, apply, and select a plan using HealthSherpa for Agents
Quote, apply, and select a plan using HealthSherpa for Agents training deck
Selling ACA Plans
Selling ACA Plans training deck
How to resolve Data Matching Issues (DMIs)
How to resolve Data Matching Issues (DMIs) training deck
Compliance & consent
Compliance & consent training deck
What’s New on the HealthSherpa platform
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.