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Carrier Agent Help Center
Carrier Agent Help Center

For single-carrier whitelabeled accounts who have questions about HealthSherpa

Eva Schulteis avatarEmily Duffee avatarSam Vitale avatar
By Eva and 4 others5 authors26 articles
Problema de Coincidencia de Datos (DMI)
Carrier User Roles
Carrier Agent Onboarding Checklist

Getting Started


Creating your Landing Page
Importing Clients and Leads

Your Dashboard


Clients Tab
Leads Tab
Archiving Clients or Leads
Exporting your Book of Business
Using your Direct Link
Bulk Renewal Email
Agency accounts

Quoting & Enrollment


Quoting and Comparing Plans
Accessing HealthCare.gov
Your Client's Consumer Dashboard

Updating Apps


Renewals
Reporting a Life Change
Uploading Follow-up Documents
Making a Payment
How to access your client's 1095-A form

HealthCare.gov Info


Updating Your CMS Password
CMS Contact Information

Administration


Your Account Settings
Resetting Your Password
Updating Your Contact Information
Contacting HealthSherpa Support
Healthsherpa Help Center
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