HealthSherpa

Todo lo que necesita saber sobre los DMI y cómo resolver los de los clientes en la cuenta de HealthSherpa.

Problema de Coincidencia de Datos (DMI)

Learn key differences between the new carrier roles

Carrier User Roles

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

Carrier Agent Onboarding Checklist

Eva Schulteis

Emily Duffee

Sam Vitale

For single-carrier whitelabeled accounts who have questions about HealthSherpa

Carrier Agent Help Center

Creating your Landing Page

Importing Clients and Leads

Carmen Lockhart

Getting Started

Clients Tab

Leads Tab

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

Archiving Clients or Leads

Exporting your Book of Business

Using your Direct Link

Bulk Renewal Email

Agency accounts

Your Dashboard

Quoting and Comparing Plans

Accessing HealthCare.gov

Your Client's Consumer Dashboard

Jordan Patch

Quoting & Enrollment

Renewals

Reporting a Life Change

Submit & track follow-up documents right from HealthSherpa

Uploading Follow-up Documents

Making a Payment

How to access your client's 1095-A form

Updating Apps

Updating Your CMS Password

CMS Contact Information

HealthCare.gov Info

Your Account Settings

Resetting Your Password

Updating Your Contact Information

Contacting HealthSherpa Support

Administration

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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Tickets

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