HealthSherpa

Getting started in the ACA space can feel overwhelming. HealthSherpa provides resources to help.

New to ACA? HealthSherpa is here to help.

Account settings, quoting, enrolling, post-enrollment tools, and beyond.

Getting Started: Agent Resource Guide

This article discusses the types of free HealthSherpa accounts available as well as the account creation process.

Creating an account

CMS requires all EDE partners, including HealthSherpa, to set up additional authentication for agents and brokers.

FFM Account Integration with HealthSherpa for Agents accounts

Enable Enhanced Direct Enrollment (EDE) within your dashboard

Enhanced Direct Enrollment (EDE)

Enabling 2-Factor Authentication for your Account

Line of Authority (LOA) requirements for agents selling marketplace plans

Line of Authority (LOA)

Information for agents and brokers about the Georgia Access transition a State-based Exchange for Open Enrollment 2025

Georgia Access for plan year 2025

Complete your 2025 Federally-facilitated Marketplace (FFM) certification and earn continuing education (CE) credits with HealthSherpa.

FFM Certification and free CE credits for plan year 2025

This onboarding checklist will help you get familiar with your new HealthSherpa for Agents account.

Agent Onboarding Checklist

Converting your dashboard to Spanish

'HealthSherpa for Agents': Overview

Live agent training sessions are available to help you learn about your HealthSherpa for Agents account & much more.

Agent Training

Learn about contacting our Agent Support team for assistance

Agent Support

Easily move between your HealthSherpa for ACA and HealthSherpa for Medicare accounts

HealthSherpa for Medicare

Kati Chevaux

Amber Dotson

Zachary Ortiz

Getting Started for Agents

Find answers and get help from Intercom Support and Community Experts

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