Agent Help Center
For agents, brokers, & agencies who have questions about HealthSherpa
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New to ACA? HealthSherpa is here to help.
Getting Started: Agent Resource Guide
Creating an account
FFM Account Integration with HealthSherpa for Agents accounts
Enhanced Direct Enrollment (EDE)
Line of Authority (LOA)
Georgia Access for plan year 2025
FFM Certification and free CE credits for plan year 2025
Agent Onboarding Checklist
Converting your dashboard to Spanish
'HealthSherpa for Agents': Overview
Agent Training
Agent Support
Data Matching Issues (DMIs)
Follow-up documents
Email notifications for follow-up document changes
Follow-up document reminders for clients
"At-risk Clients" reminder email
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?
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
Primary Care Provider (PCP) Selection
Why is there no ‘Pay Now’ button in my client’s profile?
Reporting a Life Change
Documents due tab
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 reporting
Who is the Broker of Record?
What should I do if I suspect fraud?
EDE Permission Revoked reporting
What should I do if I suspect another agent has claimed my client?
CMS' Invalid Action error
The consumer’s experience when using a Resume Link
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
Dashboard overview
Clients page
Viewing Marketplace Notices
Leads page
Archiving Clients or Leads
The HealthSherpa Export Reports
Viewing Agent of Record
Using your marketing link
What your client sees when using your marketing link
How to track lead sources with UTM parameters
What is a HealthSherpa Premier Partner?
Blocking shared accounts & shared FFM credentials
Resetting Your Password
Carrier Settings
Enabling 2-Factor Authentication for your Account
FFM username and password
CMS contact information
ACA changes
The “Family Glitch”
Can all of my clients enroll through HealthSherpa?
Social Security Number requirements
I received an error page that says ‘Oops’ with a picture of a dog. What does this mean?
For Agents: 2025 OEP deadline extension directions
Plan Year 2025 updates for DACA recipients and other noncitizens
HealthSherpa auto-emails