Agent Help Center

A resource library for insurance agents, brokers, & agencies who have questions about HealthSherpa

70 articles
Eva Schulteis avatarMarianna Di Regolo avatarEmily Duffee avatar+4
Written by Eva Schulteis, Marianna Di Regolo, Emily Duffee and 4 others

How 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.
Eva Schulteis avatar
Written by Eva Schulteis. Updated over a week ago

How to Resolve Data Matching Issues (DMIs): Quick Guide

Marianna Di Regolo avatar
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.
Emily Duffee avatar
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.
Marianna Di Regolo avatar
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.
Marianna Di Regolo avatar
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.
Eva Schulteis avatar
Written by Eva Schulteis. Updated over a week ago

What is Enhanced Direct Enrollment?

Carmen Lockhart avatar
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.
Eva Schulteis avatar
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?

Jordan Patch avatar
Written by Jordan Patch. Updated over a week ago

Agency | Full book access

Grant agents full access to agency-wide clients and leads
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Written by Jeff Kriege. Updated over a week ago

What your clients see

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Written by Jordan Patch. Updated over a week ago

Enabling 2-Factor Authentication for your Account

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Written by Jordan Patch. Updated over a week ago

HealthSherpa for Agents: Overview

Get started here
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Written 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 EDE
Carmen Lockhart avatar
Written by Carmen Lockhart. Updated over a week ago

HealthSherpa Associates Program

Invite your agent colleagues to HealthSherpa and get paid.
Jordan Patch avatar
Written by Jordan Patch. Updated over a week ago

Converting your agent dashboard to Spanish

Jordan Patch avatar
Written by Jordan Patch. Updated over a week ago

Can HealthSherpa do all of my ACA enrollments for me?

Carmen Lockhart avatar
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, 2022
Jeff Kriege avatar
Written by Jeff Kriege. Updated over a week ago