Agent Help Center
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
By Jordan and 7 others8 authors104 articles
Guía de recursos para agencias
Guía de recursos para agentes
How to Resolve Data Matching Issues (DMIs): Quick Guide
Agency Resource Guide
Agent Resource Guide
PY2024 FFM training and free CE credits
How to track lead sources with UTM parameters
What is Enhanced Direct Enrollment?
Individual Coverage Health Reimbursement Arrangements (ICHRA) for Agents
Why do premiums seem to change when re-submitting my client’s application for ARP subsidies?
Agency | Full book access
What your clients see
Enabling 2-Factor Authentication for your Account
HealthSherpa for Agents: Overview
How do I get approved to use EDE?
HealthSherpa Associates Program
Converting your agent dashboard to Spanish
Can HealthSherpa do all of my ACA enrollments for me?
Medicare Referrals Program Info & FAQ
What's New: Product Update Log
FFM Account Integration with HealthSherpa for Agents accounts
Summary of CMS Guidance on New Consent Rules -- Effective 6/18
Active Consent - Managing Consent
What to Expect with ARPA
How do I get approved to use EDE?
The HealthSherpa Export Report
Special Enrollment Period (SEP) overview
Can HealthSherpa help me with state licensing or carrier contracting?
Who is the Broker of Record?
Where can I track all of my client enrollments?
Do you offer any training?
Getting Started: Agent Resource Guide
How to create a HealthSherpa for Agents account
HealthSherpa Overview Video
Agency Onboarding Checklist
Agent Onboarding Checklist
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
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?
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?
Which browsers are compatible with HealthSherpa’s platform?
Can I do a child-only enrollment on HealthSherpa?
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?