HealthSherpa 101

Selling ACA Plans

Consent & compliance

Creating your account

Important account settings

Dashboard overview

The HealthSherpa application

Using the quoter

Plan selection

Post-enrollment tools

And much more!

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 & InvalidAction error training deck

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

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 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 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

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

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

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

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

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

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