HealthSherpa

Stay up to date on the latest improvements

What's New: Product Update Log

CMS requires all EDE partners, including HealthSherpa, to set up additional authentication for agents and brokers.

FFM Account Integration with HealthSherpa for Agents accounts

Jordan Patch

Carmen Lockhart

Eva Schulteis

A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa

Agent Help Center & FAQ

This article walks through the account creation process, which agents need to go through in order to use HealthSherpa for ACA enrollments.

How to create a HealthSherpa for Agents account

HealthSherpa Overview Video

Getting Started

We pay referral bonuses for any carrier you want to refer!

Refer applications, get paid up to $125!

Opportunities

HealthSherpa Platform Overview

How to archive and unarchive either a single or multiple contacts in bulk. Also, how to see archived contacts.

Archiving Clients or Leads

Agency accounts

Leads Tab

Clients Tab

Exporting your Book of Business

See all notices your client receives from Healthcare.gov

Viewing your clients' Marketplace Notices

Viewing Application Agent of Record

Using your Direct Link

Your Dashboard

Add existing applications to your HealthSherpa dashboard

Search Marketplace

Enroll in different plans on the same application

Multiple Enrollment Groups (Split Policies)

Get a jump start on OEP plan selection in mid-October

Window Shopping pre-OEP

Jeff Kriege

Quoting & Enrollment

Why is there no ‘Pay Now’ button in my client’s profile?

Renewals

Reporting a Life Change

Post-submission

How to complete Federally Facilitated Marketplace (FFM) Certification

Getting FFM certified

Updating your CMS password

CMS Contact Information

HC.gov Info

Starting June 30th, 2021, CMS required all enrollment platforms to block multiple people from sharing accounts or from sharing FFM IDs

Blocking shared accounts & shared FFM IDs

Resetting Your Password

Contacting HealthSherpa Support

Manage your licensed states, appointed carriers, and referred carriers

Your Carrier Settings

Administration

Find answers and get help from Intercom Support and Community Experts