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Agent Help Center
Agent Help Center
A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa
Eva Schulteis avatarMarianna Di Regolo avatarEmily Duffee avatar
7 authors71 articles
How to track lead sources with UTM parameters
How to Resolve Data Matching Issues (DMIs): Quick Guide
PY2023 FFM training and free CE credits
Agent Resource Guide
Guía de recursos para agentes
Agency Resource Guide
Guía de recursos para agencias
HealthSherpa auto-emails
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

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" button is displayed on my client's page. What is that for?
FFM username and password
I searched for a client’s application on and nothing came up. Where is the application?
What do these statuses mean on - Pending, Initial Enrollment, Active, Cancelled
How can I import information into my HealthSherpa account?
Where can I export my enrollment information?