HealthSherpa

Learn more about the tools, training and support available to agencies with a HealthSherpa for Agents account.

Agency Resource Guide

Follow these steps to get the most out of your new HealthSherpa for Agents account.

Agency Onboarding Checklist

Use this feature to give Admin-level permissions and access to other agents in your downline.

Multiple Admin Accounts

Let your agents use other NPNs from your agency

NPN override

Agencies can opt to have all bonus payouts paid out at the agency level instead of the agent level.

Setting Up Agency Payouts (Agency JMA)

Agency administrators can quickly sync an applications from CMS

Application Sync

Esta guía tiene más información sobre herramientas, capacitación y asistencia para agencias con una cuenta de HealthSherpa para agentes.

Guía de recursos para agencias

Esta lista le ayudará a familiarizarse con la nueva cuenta de HealthSherpa para agentes.

Pasos para la incorporación de Agencias

Managing the agency downline

Agency administrators can also choose to control the email notification customizations at the agency level.

Email customization

Agency

Find answers and get help from Intercom Support and Community Experts

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