Agent Help Center
For agents, brokers, & agencies who have questions about HealthSherpa
By Emily and 10 others11 authors108 articles
What's New: Product Update Log
PY2024 FFM training and free CE credits
Getting Started: Agent Resource Guide
HealthSherpa for Agents: Overview
How to create a HealthSherpa for Agents account
How do I get approved to use EDE?
HealthSherpa Overview Video
What to Expect with ARPA
Special Enrollment Period (SEP) overview
Can HealthSherpa help me with state licensing or carrier contracting?
Where can I track all of my client enrollments?
Do you offer any training?
Individual Coverage Health Reimbursement Arrangements (ICHRA) for Agents
Agent Onboarding Checklist
Converting your agent dashboard to Spanish
Can all of my clients enroll through HealthSherpa?
The final enrollment page on HealthSherpa says “Sorry, we can’t enroll you at this time”. Why can’t HealthSherpa enroll them?
What other errors can lead to non-enrolled, unfinished applications?
I received an error page that says ‘Oops’ with a picture of a dog. What does this mean?
Email notifications for follow-up document changes
"At-risk Clients" reminder email
Data Matching Issues (DMIs)
Uploading Follow-up Documents
Follow-up document reminders for clients
Where can I find my client’s eligibility letter?
My client submitted an application and received a confirmation email. However, the client does not appear on my agent dashboard. Why did this happen and am I the Agent of Record?
After enrollment, a blue "Access in hc.gov" button is displayed on my client's page. What is that for?
FFM username and password
I searched for a client’s application on HealthCare.gov and nothing came up. Where is the application?
What do these statuses mean on HealthCare.gov - Pending, Initial Enrollment, Active, Cancelled
How can I import information into my HealthSherpa account?
Where can I export my enrollment information?
Primary Care Provider (PCP) Selection
How to Resolve Data Matching Issues (DMIs): Quick Guide
Why is there no ‘Pay Now’ button in my client’s profile?
Reporting a Life Change
I recently tried calling Healthcare.gov but the Marketplace representative said that I am not an authorized user. I thought I was the Agent of Record. What happened?
My client's application appears on my agent dashboard. However, when I call the insurance company, they do not have an agent listed on the application. Why did this happen?
AOR at-risk Clients Export
Who is the Broker of Record?
Which browsers are compatible with HealthSherpa’s platform?
Can I write split policies (different plans for each family member) on HealthSherpa?
What should I do if my client does not have an email address?
I misspelled a client’s name, what can I do?
Why is there a difference in the premium/subsidy that was quoted for this client and what is showing after they have enrolled?
Client wants to enroll without a subsidy
How can my client use a partial tax credit?
Full tax credits not being used
How can I change my client's plan?
How can I report a Life Change?
How can I terminate an application in Healthcare.gov?
How can I delete applications?
Why do premiums seem to change when re-submitting my client’s application for ARP subsidies?
HealthSherpa Platform Overview
Archiving Clients or Leads
Exporting your Book of Business
Viewing your clients' Marketplace Notices
Viewing Agent of Record
Using your Direct Link
Bulk Renewal Email
What your clients see
The HealthSherpa Export Report
How to track lead sources with UTM parameters