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Resource Center for Carrier Agents
For single-Carrier whitelabeled accounts
Carmen Lockhart avatarJordan Patch avatarEva Schulteis avatar
By Carmen and 2 others3 authors24 articles
Problema de Coincidencia de Datos (DMI)

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
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


Getting FFM Certified
Updating Your CMS Password
CMS Contact Information

Administration


Your Account Settings
Resetting Your Password
Updating Your Contact Information
Contacting HealthSherpa Support
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