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Agent Training

Live agent training sessions are available to help you learn about your HealthSherpa for Agents account & much more.

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Written by Amber Dotson
Updated this week

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 45 minutes, 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


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

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

New to ACA? Start here.

Quote, apply, and select a plan using HealthSherpa for Agents

Selling ACA Plans

Compliance & consent

What’s New on the HealthSherpa platform

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.

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