Agent Help Center
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
70 articles
+4Written by Eva Schulteis, Marianna Di Regolo, Emily Duffee and 4 others
+4How to track lead sources with UTM parameters
How to get contextual information about how your leads are clicking through to your HealthSherpa enrollment landing page.Written by Eva Schulteis. Updated over a week ago
How to Resolve Data Matching Issues (DMIs): Quick Guide
Written by Marianna Di Regolo. Updated over a week ago
PY2023 FFM training and free CE credits
Complete your 2023 Federally-facilitated Marketplace (FFM) certification and earn continuing education (CE) credits with HealthSherpa.Written by Emily Duffee. Updated over a week ago
Agent Resource Guide
Learn more about the tools, training and support available to you with your HealthSherpa for Agents account.Written by Marianna Di Regolo. Updated over a week ago
Agency Resource Guide
Learn more about the tools, training and support available to agencies with a HealthSherpa for Agents account.Written by Marianna Di Regolo. Updated over a week ago
HealthSherpa auto-emails
An explanation and log of all the automatic emails sent to clients during the HealthSherpa application process.Written by Eva Schulteis. Updated over a week ago
What is Enhanced Direct Enrollment?
Written by Carmen Lockhart. Updated over a week ago
Individual Coverage Health Reimbursement Arrangements (ICHRA) for Agents
Important information agents should know when working with ICHRAs.Written by Eva Schulteis. Updated over a week ago
Why do premiums seem to change when re-submitting my client’s application for ARP subsidies?
Written by Jordan Patch. Updated over a week ago
Agency | Full book access
Grant agents full access to agency-wide clients and leads
Written by Jeff Kriege. Updated over a week ago
What your clients see
Written by Jordan Patch. Updated over a week ago
Enabling 2-Factor Authentication for your Account
Written by Jordan Patch. Updated over a week ago
HealthSherpa for Agents: Overview
Get started hereWritten by Jordan Patch. Updated over a week ago
How do I get approved to use EDE?
How to go through the Agent ID proofing process for EDEWritten by Carmen Lockhart. Updated over a week ago
HealthSherpa Associates Program
Invite your agent colleagues to HealthSherpa and get paid.Written by Jordan Patch. Updated over a week ago
Converting your agent dashboard to Spanish
Written by Jordan Patch. Updated over a week ago
Can HealthSherpa do all of my ACA enrollments for me?
Written by Carmen Lockhart. Updated over a week ago
Medicare Referrals Program Info & FAQ
Medicare Referral as a service during AEP Oct 15 – Dec 7, 2022Written by Jeff Kriege. Updated over a week ago
