Getting started
For agents, brokers, & agencies who have questions about HealthSherpa
Agent Support
New to ACA? HealthSherpa is here to help.
Creating an account
New Agent Checklist
Agent Training
Carrier-specific Agent Onboarding Checklist
Getting Started: Agent Resource Guide
Multi-Factor Authentication (MFA)
Line of Authority (LOA)
Georgia Access for plan year 2025 and beyond
FFM Certification and free CE credits for plan year 2026
Converting your dashboard to Spanish
'HealthSherpa for Agents': Overview
HealthSherpa for Medicare
Agent Success and Training Office Hours
Guía de recursos para agentes
Pasos para la incorporación de Agentes
HealthSherpa Platform Overview
Clients page
Viewing Marketplace Notices
Leads page
Archiving Clients or Leads
The HealthSherpa Export Reports
Using your marketing link
What your client sees when using your marketing link
How to track lead sources with UTM parameters
Imports
How to access your client's 1095-A form
Search Marketplace & Start application
Quoting and Comparing Plans
Off-Exchange Plans on HealthSherpa
Off-Exchange Dental Plans on HealthSherpa
Multiple Enrollment Groups (Split Policies)
Special Enrollment Period (SEP) Overview
Health Reimbursement Arrangements (HRAs): ICHRA & QSEHRA
The Client Consumer Dashboard
State Based Marketplaces (SBM)
Plan Year 2026 FFM Insurance Carriers
Which browsers are compatible with HealthSherpa’s platform?
What should I do if my client does not have an email address?
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?
Blocking shared accounts & shared FFM credentials
Resetting your password
ACA changes
CMS contact information
The “Family Glitch”
Social Security Number requirements
Updates for DACA recipients and other noncitizens
Error pages
HealthSherpa auto-emails
What is a HealthSherpa Premier Partner?
For Agents: 2026 OEP deadline extension directions
Error: Credentials not all present
Identity verification
User Roles for Carrier-specific accounts