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Agent Help Center & FAQ
Agent Help Center & FAQ
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
By Jordan and 4 others
5 authors
26 articles
What's New: Product Update Log
FFM Account Integration with HealthSherpa for Agents accounts
Getting Started
How to create a HealthSherpa for Agents account
HealthSherpa Overview Video
Your Dashboard
HealthSherpa Platform Overview
Archiving Clients or Leads
Agency accounts
Leads Tab
Clients Tab
Exporting your Book of Business
Viewing your clients' Marketplace Notices
Viewing Application Agent of Record
Using your Direct Link
Quoting & Enrollment
Search Marketplace
Multiple Enrollment Groups (Split Policies)
Window Shopping pre-OEP
Post-submission
Why is there no ‘Pay Now’ button in my client’s profile?
Renewals
Reporting a Life Change
HC.gov Info
Getting FFM certified
Updating your CMS password
CMS Contact Information
Administration
Blocking shared accounts & shared FFM IDs
Resetting Your Password
Contacting HealthSherpa Support
Your Carrier Settings
