HealthSherpa

Additional resources and guidance is available on the Agent hub.

Agent hub

Agents can register for office hours with our Agent Success team.

Agent Success Team Office Hours

Premier Partner carriers share additional policy & payment data with HealthSherpa.

HealthSherpa Premier Partners

Error messages that may display in HealthSherpa and what to do next.

Error messages on HealthSherpa

Additional resources

Line of Authority requirements for agents selling Marketplace plans.

Line of Authority (LOA)

Consumers and agents may be asked to verify their identity before accessing HealthSherpa.

Identity verification

HealthSherpa tools help agents & agencies monitor AOR status across their book of business.

Monitoring agent of record (AOR)

Learn what agents can do when a consumer’s application may have been claimed, changed, or submitted without consent.

Handling a suspected unauthorized enrollment or fraud

Compliance & security

Understand how government health programs differ from Marketplace coverage and how to guide consumers to the right option.

Government health programs: Marketplace, Medicaid, CHIP & Medicare

Agents can quickly switch between their HealthSherpa for ACA account and HealthSherpa for Medicare platform.

HealthSherpa for Medicare

Other coverage options

Mejoras y actualizaciones recientes realizadas dentro de la cuenta de HealthSherpa.

Qué hay de nuevo: actualizaciones recientes de la plataforma

Recent improvements and updates made within the HealthSherpa account.

What's new: recent platform updates

Platform updates

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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