HealthSherpa

MFA adds a second verification step to keep the HealthSherpa account secure.

Multi-factor authentication (MFA)

CMS requires additional authentication for all agents & brokers using an Enhanced Direct Enrollment (EDE) platform.

FFM account integration with HealthSherpa

Enable Enhanced Direct Enrollment (EDE) in your HealthSherpa dashboard

Enhanced Direct Enrollment (EDE)

Manage licensed states, appointed carriers, and EAP carriers within your HealthSherpa for Agents account.

Carrier settings

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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