HealthSherpa

Amber Blank

Completing enrollments

Learn how plan shopping, the subsidy application, and submission fit together, plus what happens after an enrollment is submitted.

Enrollment journey overview

Consumers can enroll in coverage or change plans as long as they are within an enrollment period.

Enrollment periods

Enrollment overview

Shop, filter, compare, & share plan options.

Plan shopping

Complete a subsidy application to determine a consumer’s eligibility for coverage & financial assistance.

Applying for a subsidy

Shop, apply, & submit a Marketplace enrollment for child-only coverage.

Child-only plans

Applicants on the same Marketplace application can be placed into different plans.

Shop multiple plans for one tax household

Shop for off-exchange medical plans & submit an off-exchange enrollment.

Off-exchange medical plans

Shop for off-exchange dental plans & submit a stand-alone dental enrollment.

Off-exchange dental plans

Shopping & Applying

EDE permission enables data syncs between the Marketplace application and HealthSherpa.

Last synced

HealthSherpa tools help agents organize & track follow-ups.

Managing follow-ups

Consumers may need to upload documents to verify eligibility or confirm a qualifying life event.

Resolving documentation requests

Understand premium payments & how to make payments.

Making payments

Make updates to an existing Marketplace application when a consumer experiences changes.

Editing an application

Marketplace notices are visible in HealthSherpa after a consumer’s subsidy application is submitted for easy post-submission access.

Marketplace notices

Retrieve 1095-A forms for clients using the HealthSherpa dashboard.

Accessing 1095-A forms

Post-submission

Preview plans for the upcoming plan year before OEP begins

Window shopping pre-OEP

Renewal pathways

Reporting to help agents understand renewal risk factors associated with each client.

Renewals reporting

Renewals

Find answers and get help from Intercom Support and Community Experts

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