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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 demonstrations from our platform, Q&A discussion, and often have several training dates available.

We are currently offering the following training webinars in English & Spanish:

Watch recordings of webinars

Learn more about agency features

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.

After a consumer is enrolled into a health plan, there are often still steps that must be completed before their coverage can begin.

In this webinar, we will review Data Matching Issues (DMIs) & SEP Verification Issues (SVIs), why they occur, and review HealthSherpa tools and reports that help agents manage these all-in-one place. We'll also discuss binder payments and the impact they have on plan activation.

This webinar is 1 hour, and available in English & Spanish.

When consumers are required to submit documents after enrollment, the types of documents needed can vary based on the Data Matching Issue (DMI) or SEP Verification Issue (SVI) generated.

In this webinar, we will review how to identify the specific DMI or SVI that has occurred, where to find the list of acceptable documents, and how to upload those documents within your HealthSherpa account. We'll also discuss how HealthSherpa allows you to collect this documentation early, highlight platform reminders and reporting capabilities, and answer other common questions around follow-up documentation.

This webinar is 1 hour, and available in English & Spanish.

Special Enrollment Periods (SEPs) are certain timeframes outside of the annual Open Enrollment Period (OEP) when a consumer can can enroll in ACA coverage or change ACA plans.

In this webinar we will review Qualifying Life Events (QLEs) that can result in SEPs, documentation that may be required to verify SEP eligibility, and how to handle different enrollment scenarios.

This webinar is 1 hour, and available in English & Spanish.

Below you will find the latest recordings of recent webinars offered as well as the final installments of any webinars we've retired.

Recent webinars:

Retired webinars:

We will discuss frequently asked questions agents have when first getting into the ACA and walk through account creation and setup within HealthSherpa.

New to ACA? Start here 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.

HealthSherpa 101 in English training deck.

HealthSherpa 101 es una capacitation integral 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.

HealthSherpa 101 en Español copia de la presentación.

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.

Selling ACA Plans training deck.

After a consumer is enrolled into a health plan, there are often still steps that must be completed before their coverage can begin. In this webinar, we will review Data Matching Issues (DMIs) & SEP Verification Issues (SVIs), why they occur, and review HealthSherpa tools and reports that help agents manage these all-in-one place. We'll also discuss binder payments and the impact they have on plan activation.

Post-enrollment: ensure your consumers effectuate training deck.

Una vez que un consumidor se inscribe en un plan de salud, muchas veces quedan pasos pendientes que deben completarse antes de que su cobertura entre en vigor.

En este seminario web, revisaremos los problemas de coincidencia de datos (DMI) y los problemas de verificación de eventos de inscripción especial (SVI), por qué ocurren y revisaremos las herramientas e informes de HealthSherpa que ayudan a los agentes a gestionarlos en un solo lugar. También hablaremos sobre los pagos iniciales y su impacto en la activación del plan.

Después de la inscripción: asegúrese que sus clientes efectúen copia de la presentación.

When consumers are required to submit documents after enrollment, the types of documents needed can vary based on the Data Matching Issue (DMI) or SEP Verification Issue (SVI) generated. In this webinar, we will review how to identify the specific DMI or SVI that has occurred, where to find the list of acceptable documents, and how to upload those documents within your HealthSherpa account. We'll also discuss how HealthSherpa allows you to collect this documentation early, highlight platform reminders and reporting capabilities, and answer other common questions around follow-up documentation.

Follow-up documentation training deck.

Cuando se exige a los consumidores que presenten documentos después de la inscripción, los tipos de documentos necesarios pueden variar según el problema de coincidencia de datos (DMI) o el problema de eventos de inscripción especial (SVI) que se haya generado.En este seminario web, revisaremos cómo identificar el DMI o SVI específico que se ha producido, dónde encontrar la lista de documentos aceptables y cómo subir esos documentos a su cuenta de HealthSherpa. También hablaremos sobre cómo HealthSherpa le permite recopilar esta documentación con anticipación, destacaremos las funciones de recordatorio y generación de informes de la plataforma y responderemos otras preguntas frecuentes sobre la documentación de seguimiento.

Documentación de seguimientos copia de la presentación.

Special Enrollment Periods (SEPs) are certain timeframes outside of the annual Open Enrollment Period (OEP) when a consumer can can enroll in ACA coverage or change ACA plans. In this webinar we will review Qualifying Life Events (QLEs) that can result in SEPs, documentation that may be required to verify SEP eligibility, and how to handle different enrollment scenarios.

Special Enrollment Periods (SEPs) training deck.

Los períodos de inscripción especial (SEP) son ciertos periodos de tiempo fuera del período de inscripción abierta anual (OEP) donde un consumidor puede inscribirse en la cobertura de la Ley de Cuidado de Salud Asequible (ACA) o cambiar de plan. En este seminario web revisaremos los eventos vitales que dan derecho a un período de inscripción especial (QLE), la documentación que puede ser necesaria para verificar la elegibilidad para dicho período y cómo gestionar los diferentes escenarios de inscripción.

Copia de la presentación: ¡Muy pronto!

Grabación: ¡Muy pronto!

This training will focus on capturing consent, where and how to do that within HealthSherpa, consent management, and other compliance related topics.

Compliance & consent training deck.

The HealthSherpa Enrollee Assistance Program is a program that offers agents the opportunity to work with HealthSherpa to ensure their clients have the best enrollment experience possible.

The HealthSherpa Enrollee Assistance Program training deck.

Agency 101 is a comprehensive training designed for agency owners and administrators who want to learn how to set up, manage, and optimize their business. This session is ideal for new agency partners or existing teams looking for a refresher on agency-specific tools and best practices.

Agency 101 training deck.

This webinar is designed for agents who are already well-versed on the HealthSherpa for Agents platform. Join us as we explore important settings, time saving reports, and take a deep dive into topics selected LIVE by attendees during the session!

HealthSherpa 201 training deck.

Join us as we discuss how you can prepare for a successful Open Enrollment and equip you to maximize your renewals this season.

Everything you need to know for OEP 2026 training deck.

Los cambios en la Ley de Atención Asequible impactan significativamente las operaciones previas y durante la Inscripción Abierta de 2026. Únase a nosotros mientras analizamos cómo puede prepararse para una inscripción abierta exitosa utilizando las herramientas y los informes que HealthSherpa ha creado para ayuda a maximizar su tiempo en esta temporada de renovación.

Prepárese con HealthSherpa para OEP26 copia de la presentación.

Join us as we discuss significant changes coming to the ACA under the Marketplace Integrity and Affordability Rule (2025).

ACA changes training deck.

Únase para revisar los cambios significativos que llegarán a la ACA bajo la Regla de Integridad y Asequibilidad del Mercado.

Cambios al la ACA para el 2025 copia de la presentación.

Join us as we discuss, from an Agency perspective, the significant changes coming to the ACA under the Marketplace Integrity and Affordability Rule.

ACA changes: strategic insights for Agencies 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.

Quote, apply, and select a plan using HealthSherpa for Agents training deck.

As of July 19, 2024, CMS blocks 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 this change and review how you can proceed with enrollments using HealthSherpa.

CMS System Issues & Invalid Action error training deck.

If you want to learn more about our unique Agency features, learn more here. You may also contact our Agency Success team at Agency.Success@HealthSherpa.com.

For help using HealthSherpa or for other assistance, contact our Agent Support team. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.