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Carrier Agent Onboarding Checklist
Carrier Agent Onboarding Checklist

This onboarding checklist will help you get familiar with your new HealthSherpa for Agents account.

Emily Duffee avatar
Written by Emily Duffee
Updated over a week ago

Our goal at HealthSherpa is to provide you with the right tools and resources so you can easily manage and grow your business. To get started, we recommend going through the steps outlined in this checklist. Each step will help you get familiar with your HealthSherpa for Agents account so you’re ready to start utilizing the tools, training and support available to you.

In order to sell Affordable Care Act (ACA) health insurance plans, first you need to complete the Federally Facilitated Marketplace (FFM) certification for the most recent plan year. You can get certified through HealthSherpa while also earning continuing education (CE) credits. If you’re interested in selling ACA plans in a State-Based Marketplace (SBM), you will have to go through that state’s specific training and certification process.

The next step is to choose and get appointed with carriers offering ACA health insurance plans in states where you’re licensed. To see a list of these carriers visit’s Rate Review page. To learn about new carriers who are entering a state’s ACA market, we recommend checking for announcements directly from that carrier.

Creating a new account is fast and easy. Most agents are able to go through this process in 3-4 minutes. All you have to do is head over to HealthSherpa and click on the blue "Start Enrolling Faster'' button. Then enter your email address, password, and follow the steps to create a new account

If you’re a part of an agency, make sure to ask your agency admin for their unique "join code.” You can enter this code during the account creation process or after you’ve created an account. That way, your new account and your agency’s account will be connected.

If you already have a HealthSherpa for Agents account, click here to log in.

CMS requires additional authentication for agents and brokers which helps to increase your overall security. Luckily, this is a quick and easy step to complete. All you have to do is log into your HealthSherpa account, select your “Setting” tab, and click on the “Integrate My FFM Account” button. This will take you to the CMSportal where you can log in and authenticate your HealthSherpa account every 30-days.

Enhanced Direct Enrollment is an exciting technology that allows HealthSherpa to fully integrate with That means you can process applications, submit follow-ups, and track status without ever leaving HealthSherpa — so managing your ACA business is easy and more streamlined. To turn on EDE, log into your HealthSherpa for Agents dashboard, click on the “Enable EDE” button on the top, and complete the short ID verification process.

The “Carrier” settings page inside your dashboard is where you can add your licensed states and appointed carriers. If you have the referral program turned on, you can also choose which carriers you would like to refer. To access this page, click on the gear icon located on the top, right-hand side of your dashboard. Click here for more information.

Ready to learn more about your HealthSherpa for Agents account? Our team hosts live webinars so you can get familiar with HealthSherpa’s powerful shopping, enrollment and marketing tools designed to help you grow your business. Register for a training session in English or in Spanish.

When you create a HealthSherpa for Agents account, you also get access to your own branded enrollment website. We love this feature because it gives your clients the opportunity to self-enroll and saves you time to focus on other parts of your business. Plus, it’s a great tool for marketing and promotion.

To start using your own branded enrollment website all you have to do is click on the marketing tab inside your dashboard, update the custom landing page, and start sharing your unique link with clients. Also, all applications submitted through your enrollment website will have your NPN attached or follow the referral settings you’ve selected.

With your HealthSherpa for Agents account you get access to powerful shopping and enrollment tools so you can: 1. Easily filter, compare, and share plans with your clients. 2. Access fast, accurate quoting with subsidy estimation. 3. Quickly search for providers and prescriptions. 4. Find plans from all carriers in your area. 5. Access pre-filled renewal applications. Plus more! To start enrolling clients, click on the “Quote” button on the top of your dashboard

If you need any additional help, please check out the resources below:

Agent Support Team: We're available to answer any questions that relate to your account, enrolling clients, new policy, plus more. You can reach out to us at 888-684-1373 or by email at You can also find our contact information by clicking on the question mark icon on the top, right-hand side of your dashboard and selecting the "Support" button.

Agent Resource Guide: This is one of the best places to learn more about HealthSherpa and how our platform can help you easily manage your ACA business. This page includes step-by-step instructions on creating a new account, navigating your dashboard, utilizing our shopping, enrollment, and lead management tools, plus more.

Agent Help Center: If you have any questions that relate to your HealthSherpa for Agents account, you likely will find the answer here. Our Agent Help Center is made up of over 100 articles, each one providing a detailed walkthrough of the tools, training or support available to you. Click here to visit the Help Center in Spanish.

Monthly Newsletter: Keep an eye out for our monthly newsletter where we share exciting new product features, helpful resources, Marketplace insights, ACA news, plus more.

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