# HealthSherpa Help Center

> Resources for agents using HealthSherpa

## English

### Getting started

- [New to ACA? HealthSherpa is here to help.](https://faq.healthsherpa.com/en/articles/9186368-new-to-aca-healthsherpa-is-here-to-help.md): This article helps Agents who are new to the ACA understand the basics and learn how to get started.
- [New to HealthSherpa? Here are the basics.](https://faq.healthsherpa.com/en/articles/16418114-new-to-healthsherpa-here-are-the-basics.md): This article helps agents who are new to HealthSherpa understand the basics.
- [Creating an account](https://faq.healthsherpa.com/en/articles/6343060-creating-an-account.md): This article explains the free HealthSherpa account types available to licensed agents and provides step-by-step instructions for creating each account.
- [Agent onboarding checklist](https://faq.healthsherpa.com/en/articles/6812462-agent-onboarding-checklist.md): This checklist walks agents through the key steps to get set up on HealthSherpa. Completing each step helps ensure a smooth start with ACA enrollments.
- [Agent training](https://faq.healthsherpa.com/en/articles/789600-agent-training.md): Live agent training sessions are available to help you learn about your HealthSherpa account & much more.
- [Agent Support](https://faq.healthsherpa.com/en/articles/2363403-agent-support.md): Agents can contact our Agent Support team for assistance
- [ACA glossary: Common terms & acronyms](https://faq.healthsherpa.com/en/articles/15197581-aca-glossary-common-terms-acronyms.md): Common health insurance terms & acronyms agents may encounter when working in the Affordable Care Act \(ACA\)

### Important steps

- [Multi-factor authentication \(MFA\)](https://faq.healthsherpa.com/en/articles/5160252-multi-factor-authentication-mfa.md): MFA adds a second verification step to keep the HealthSherpa account secure.
- [FFM account integration with HealthSherpa](https://faq.healthsherpa.com/en/articles/6505804-ffm-account-integration-with-healthsherpa.md): CMS requires additional authentication for all agents & brokers using an Enhanced Direct Enrollment \(EDE\) platform.
- [Enhanced Direct Enrollment \(EDE\)](https://faq.healthsherpa.com/en/articles/3085535-enhanced-direct-enrollment-ede.md): Enable Enhanced Direct Enrollment \(EDE\) in your HealthSherpa dashboard
- [Carrier settings](https://faq.healthsherpa.com/en/articles/5198167-carrier-settings.md): Manage licensed states, appointed carriers, and EAP carriers within your HealthSherpa for Agents account.

### Dashboard

- [Dashboard overview](https://faq.healthsherpa.com/en/articles/11404356-dashboard-overview.md): Learn the basics about the HealthSherpa Dashboard.
- [Home page](https://faq.healthsherpa.com/en/articles/16056691-home-page.md): The Home page brings everything agents need to start their day into one place.
- [Clients page](https://faq.healthsherpa.com/en/articles/2363367-clients-page.md): The Clients page displays consumers connected to the HealthSherpa account who have successfully submitted an enrollment.
- [Leads page](https://faq.healthsherpa.com/en/articles/2363371-leads-page.md): The Leads page displays consumers connected to the HealthSherpa account who have not yet submitted an enrollment.
- [Consent page](https://faq.healthsherpa.com/en/articles/14625679-consent-page.md): The Consent page allows agents to manage consent from one central place.
- [Marketing page](https://faq.healthsherpa.com/en/articles/2363339-marketing-page.md): The Marketing page is home to a free, customizable marketing link designed to help agents grow their book of business.
- [Bonuses page](https://faq.healthsherpa.com/en/articles/14037877-bonuses-page.md): The Bonuses page is where agents find bonus programs & track bonus dollars.
- [Agency page](https://faq.healthsherpa.com/en/articles/14141246-agency-page.md): The Agency page gives agency administrators tools to manage the agency hierarchy in one place.
- [Settings page](https://faq.healthsherpa.com/en/articles/14690967-settings-page.md): The Settings page is where agents manage key account details within the HealthSherpa account.
- [Exporting client & lead data](https://faq.healthsherpa.com/en/articles/5211027-exporting-client-lead-data.md): Agents and agencies can export data from the HealthSherpa account.
- [Importing clients & leads](https://faq.healthsherpa.com/en/articles/2789488-importing-clients-leads.md): Upload an exiting book of business into the HealthSherpa account.
- [Archiving clients & leads](https://faq.healthsherpa.com/en/articles/2363402-archiving-clients-leads.md): Archive a client or lead to hide the consumer record from the default view.
- [Change dashboard language settings](https://faq.healthsherpa.com/en/articles/3394240-change-dashboard-language-settings.md): Switch the HealthSherpa dashboard between English & Spanish.

### Completing enrollments

- [Enrollment journey overview](https://faq.healthsherpa.com/en/articles/13871784-enrollment-journey-overview.md): Learn how plan shopping, the subsidy application, and submission fit together, plus what happens after an enrollment is submitted.
- [Enrollment periods](https://faq.healthsherpa.com/en/articles/4860733-enrollment-periods.md): Consumers can enroll in coverage or change plans as long as they are within an enrollment period.
- [Understanding consumer needs](https://faq.healthsherpa.com/en/articles/15590175-understanding-consumer-needs.md): This article covers why identifying consumer needs matters and how agents do so during plan shopping.
- [Plan shopping](https://faq.healthsherpa.com/en/articles/2789795-plan-shopping.md): Shop, filter, compare, & share plan options.
- [Applying for a subsidy](https://faq.healthsherpa.com/en/articles/5315741-applying-for-a-subsidy.md): Complete a subsidy application to determine a consumer’s eligibility for coverage & financial assistance.
- [Intake form](https://faq.healthsherpa.com/en/articles/12142986-intake-form.md): Collect updated household information, income details, documents, and notes from consumers using a secure intake form link.
- [Social Security Number \(SSN\) requirements](https://faq.healthsherpa.com/en/articles/6978709-social-security-number-ssn-requirements.md): SSN & immigration documentation requirements for Marketplace applications associated with an agent.
- [Marketplace eligibility for non-U.S. citizens](https://faq.healthsherpa.com/en/articles/10439663-marketplace-eligibility-for-non-u-s-citizens.md): Marketplace eligibility information for non-U.S. citizens
- [Child-only plans](https://faq.healthsherpa.com/en/articles/13930057-child-only-plans.md): Shop, apply, & submit a Marketplace enrollment for child-only coverage.
- [Shop multiple plans for one tax household](https://faq.healthsherpa.com/en/articles/5461625-shop-multiple-plans-for-one-tax-household.md): Applicants on the same Marketplace application can be placed into different plans.
- [CMS' Invalid Action error](https://faq.healthsherpa.com/en/articles/9641342-cms-invalid-action-error.md): What CMS’ Invalid Action error means and how to complete enrollment submissions when it appears.
- [Off-exchange dental plans](https://faq.healthsherpa.com/en/articles/6574777-off-exchange-dental-plans.md): Shop for off-exchange dental plans & submit a stand-alone dental enrollment.
- [Off-exchange medical plans](https://faq.healthsherpa.com/en/articles/802685-off-exchange-medical-plans.md): Shop for off-exchange medical plans & submit an off-exchange enrollment.
- [HSA & FSA accounts](https://faq.healthsherpa.com/en/articles/15608694-hsa-fsa-accounts.md): How HSAs and FSAs work, who's eligible, and qualified expenses.
- [Individual Coverage Health Reimbursement Arrangements \(ICHRAs\)](https://faq.healthsherpa.com/en/articles/15927227-individual-coverage-health-reimbursement-arrangements-ichras.md): What an ICHRA is, how it works, and how it affects a consumer's eligibility for Marketplace subsidies.
- [Agent authorization](https://faq.healthsherpa.com/en/articles/15693277-agent-authorization.md): An overview of CMS' agent authorization requirement
- [Last synced](https://faq.healthsherpa.com/en/articles/14019865-last-synced.md): EDE permission enables data syncs between the Marketplace application and HealthSherpa.
- [Managing follow-ups](https://faq.healthsherpa.com/en/articles/11879846-managing-follow-ups.md): HealthSherpa tools help agents organize & track follow-ups.
- [Resolving documentation requests](https://faq.healthsherpa.com/en/articles/5579384-resolving-documentation-requests.md): Consumers may need to upload documents to verify eligibility or confirm a qualifying life event.
- [Making payments](https://faq.healthsherpa.com/en/articles/5266439-making-payments.md): Understand premium payments & how to make payments.
- [Editing an application](https://faq.healthsherpa.com/en/articles/2363323-editing-an-application.md): Make updates to an existing Marketplace application when a consumer experiences changes.
- [Marketplace notices](https://faq.healthsherpa.com/en/articles/4538112-marketplace-notices.md): Marketplace notices are visible in HealthSherpa after a consumer’s subsidy application is submitted for easy post-submission access.
- [Accessing 1095-A forms](https://faq.healthsherpa.com/en/articles/2903168-accessing-1095-a-forms.md): Retrieve 1095-A forms for clients using the HealthSherpa dashboard.
- [Canceling a Marketplace plan](https://faq.healthsherpa.com/en/articles/807965-canceling-a-marketplace-plan.md): Consumers can request to end Marketplace coverage at any time.
- [Window shopping pre-OEP](https://faq.healthsherpa.com/en/articles/4537427-window-shopping-pre-oep.md): Preview plans for the upcoming plan year before OEP begins
- [Renewal pathways](https://faq.healthsherpa.com/en/articles/2363328-renewal-pathways.md): Learn about available renewal pathways.
- [Renewals reporting](https://faq.healthsherpa.com/en/articles/9889032-renewals-reporting.md): Reporting to help agents understand renewal risk factors associated with each client.
- [2026 OEP deadline extension](https://faq.healthsherpa.com/en/articles/4724650-2026-oep-deadline-extension.md): When technical issues occur on the final day of OEP, there is a process for requesting a deadline extension.

### Consent

- [Consent overview](https://faq.healthsherpa.com/en/articles/8216723-consent-overview.md): Agents are required to obtain consent when assisting Affordable Care Act \(ACA\) consumers.
- [Collecting & managing consent](https://faq.healthsherpa.com/en/articles/14625786-collecting-managing-consent.md): HealthSherpa tools help agents collect & manage consent.

### Marketplace & carrier information

- [Marketplace overview](https://faq.healthsherpa.com/en/articles/14723536-marketplace-overview.md): The Marketplace determines the tax household’s eligibility for coverage and financial assistance.
- [FFM certification](https://faq.healthsherpa.com/en/articles/6506338-ffm-certification.md): Federally-facilitated Marketplace \(FFM\) certification requirements & accessing training.
- [Georgia Access](https://faq.healthsherpa.com/en/articles/9519002-georgia-access.md): Agents can complete & manage enrollment submissions for Georgia using HealthSherpa.
- [Plan year 2026 FFM carriers](https://faq.healthsherpa.com/en/articles/12832082-plan-year-2026-ffm-carriers.md): FFM carriers for plan year 2026, including states served and contact information.
- [State-based Marketplace \(SBM\) resources](https://faq.healthsherpa.com/en/articles/12822738-state-based-marketplace-sbm-resources.md): Contact information and OEP dates for State-based Marketplaces \(SBMs\) for plan year 2026.

### Bonus programs

- [Enrollee Assistance Program](https://faq.healthsherpa.com/en/articles/4586303-enrollee-assistance-program.md): The HealthSherpa Enrollee Assistance Program \(EAP\) gives agents a way to partner with HealthSherpa on Affordable Care Act \(ACA\) enrollment submissions.
- [Enrollee Assistance Program: consent guidelines](https://faq.healthsherpa.com/en/articles/10059083-enrollee-assistance-program-consent-guidelines.md): Learn about consent requirements for Enrollee Assistance Program \(EAP\) Shared-Service Model \(SSM\) submissions.
- [Medicare Referrals program](https://faq.healthsherpa.com/en/articles/6435111-medicare-referrals-program.md): The Medicare Referrals program allows agents to refer Medicare leads to HealthSherpa & earn a one-time payout.
- [Broker Bonuses program](https://faq.healthsherpa.com/en/articles/10073259-broker-bonuses-program.md): The Broker Bonuses program allows agents to earn bonus dollars when select enrollments are completed through HealthSherpa.
- [Associates program](https://faq.healthsherpa.com/en/articles/3448653-associates-program.md): The Associates program lets agents earn bonuses when an associate submits Enrollee Assistance Program \(EAP\) enrollments.
- [Bonus payouts: required setup steps](https://faq.healthsherpa.com/en/articles/8387145-bonus-payouts-required-setup-steps.md): Agents must complete these payout setup steps before HealthSherpa can issue bonus payouts.

### Agency accounts

- [Agency accounts](https://faq.healthsherpa.com/en/articles/2789529-agency-accounts.md): Agency accounts on HealthSherpa let agents link accounts together, and give agency administrators visibility and control over their downline.
- [Managing the agency downline](https://faq.healthsherpa.com/en/articles/14141380-managing-the-agency-downline.md): Administrators can view & manage downline agents and sub-agencies.
- [Agency onboarding checklist](https://faq.healthsherpa.com/en/articles/6809757-agency-onboarding-checklist.md): This checklist walks agency administrators through the key steps to get set up on HealthSherpa. Completing each step helps ensure a smooth start with ACA enrollments.
- [Shared book](https://faq.healthsherpa.com/en/articles/5471177-shared-book.md): Administrators can grant agents access to each other’s clients & leads using shared book.
- [Full book](https://faq.healthsherpa.com/en/articles/5602651-full-book.md): Administrators can grant agents access to the agency's clients & leads using full book.
- [Administrator access](https://faq.healthsherpa.com/en/articles/5594015-administrator-access.md): Primary administrators can grant administrator access to other agents in the agency.
- [Application sync](https://faq.healthsherpa.com/en/articles/12837131-application-sync.md): Administrators can refresh data syncs between Marketplace applications and HealthSherpa.
- [NPN override](https://faq.healthsherpa.com/en/articles/4502225-npn-override.md): Administrators can let agents share NPNs within the agency.
- [Email customization](https://faq.healthsherpa.com/en/articles/14215754-email-customization.md): Administrators can customize email settings for direct downline agents.
- [Agency payouts](https://faq.healthsherpa.com/en/articles/11381159-agency-payouts.md): Administrators can choose to have bonus dollars paid at the agency level.

### Consumer experiences

- [The consumer dashboard](https://faq.healthsherpa.com/en/articles/2789854-the-consumer-dashboard.md): The consumer dashboard lets consumers self-service after an enrollment submission.
- [Consumer experience when submitting documents](https://faq.healthsherpa.com/en/articles/6255671-consumer-experience-when-submitting-documents.md): Learn about the consumer's experience when submitting documents using the Follow-up document reminder email.
- [Consumer experience when using an intake form link](https://faq.healthsherpa.com/en/articles/15032805-consumer-experience-when-using-an-intake-form-link.md): Learn about the consumer’s experience when using an intake form link.
- [Consumer experience when using a marketing link](https://faq.healthsherpa.com/en/articles/5160254-consumer-experience-when-using-a-marketing-link.md): Learn about the consumer's experience when using an agent's marketing link.
- [Consumer experience when using a Resume Link](https://faq.healthsherpa.com/en/articles/10034603-consumer-experience-when-using-a-resume-link.md): Learn about the consumer experience when using an agent’s Invalid Action error Resume Link.
- [Emails HealthSherpa automatically sends to consumers](https://faq.healthsherpa.com/en/articles/5651218-emails-healthsherpa-automatically-sends-to-consumers.md): Learn about automatic emails HealthSherpa may send consumers during the enrollment journey.

### Additional resources

- [Agent hub](https://faq.healthsherpa.com/en/articles/11133783-agent-hub.md): Additional resources and guidance is available on the Agent hub.
- [Agent Success team office hours](https://faq.healthsherpa.com/en/articles/12549472-agent-success-team-office-hours.md): Agents can register for office hours with our Agent Success team.
- [HealthSherpa Premier Partners](https://faq.healthsherpa.com/en/articles/7042933-healthsherpa-premier-partners.md): Premier Partner carriers share additional policy & payment data with HealthSherpa.
- [Error messages on HealthSherpa](https://faq.healthsherpa.com/en/articles/802699-error-messages-on-healthsherpa.md): Error messages that may display in HealthSherpa and what to do next.
- [Line of Authority \(LOA\)](https://faq.healthsherpa.com/en/articles/9566741-line-of-authority-loa.md): Line of Authority requirements for agents selling Marketplace plans.
- [Identity verification](https://faq.healthsherpa.com/en/articles/12524172-identity-verification.md): Consumers and agents may be asked to verify their identity before accessing HealthSherpa.
- [Monitoring agent of record \(AOR\)](https://faq.healthsherpa.com/en/articles/2902994-monitoring-agent-of-record-aor.md): HealthSherpa tools help agents & agencies monitor AOR status across their book of business.
- [Handling a suspected unauthorized enrollment or fraud](https://faq.healthsherpa.com/en/articles/8699237-handling-a-suspected-unauthorized-enrollment-or-fraud.md): Learn what agents can do when a consumer’s application may have been claimed, changed, or submitted without consent.
- [Government health programs: Marketplace, Medicaid, CHIP & Medicare](https://faq.healthsherpa.com/en/articles/13217521-government-health-programs-marketplace-medicaid-chip-medicare.md): Understand how government health programs differ from Marketplace coverage and how to guide consumers to the right option.
- [HealthSherpa for Medicare](https://faq.healthsherpa.com/en/articles/11464001-healthsherpa-for-medicare.md): Agents can quickly switch between their HealthSherpa for ACA account and HealthSherpa for Medicare platform.
- [Qué hay de nuevo: actualizaciones recientes de la plataforma](https://faq.healthsherpa.com/en/articles/5442040-que-hay-de-nuevo-actualizaciones-recientes-de-la-plataforma.md): Mejoras y actualizaciones recientes realizadas dentro de la cuenta de HealthSherpa.
- [What's new: recent platform updates](https://faq.healthsherpa.com/en/articles/5325244-what-s-new-recent-platform-updates.md): Recent improvements and updates made within the HealthSherpa account.

## Español

### Primeros pasos

- [¿Es nuevo en el ACA? HealthSherpa está aquí para ayudar.](https://faq.healthsherpa.com/es/articles/9186368-es-nuevo-en-el-aca-healthsherpa-esta-aqui-para-ayudar.md): Este artículo ayuda a los Agentes que son nuevos en el ACA a comprender los conceptos básicos y a aprender cómo comenzar.
- [¿Nuevo en HealthSherpa? Estos son los conceptos básicos.](https://faq.healthsherpa.com/es/articles/16418114-nuevo-en-healthsherpa-estos-son-los-conceptos-basicos.md): Este artículo ayuda a los agentes nuevos en HealthSherpa a entender los conceptos básicos.
- [Creación de una cuenta](https://faq.healthsherpa.com/es/articles/6343060-creacion-de-una-cuenta.md): Este artículo explica los tipos de cuenta gratuitos de HealthSherpa disponibles para los agentes con licencia y proporciona instrucciones paso a paso para crear cada cuenta.
- [Lista de verificación de incorporación para agentes](https://faq.healthsherpa.com/es/articles/6812462-lista-de-verificacion-de-incorporacion-para-agentes.md): Esta lista de verificación guía a los agentes a través de los pasos clave para configurarse en HealthSherpa. Completar cada paso ayuda a garantizar un buen comienzo con las inscripciones de ACA.
- [Capacitación para agentes](https://faq.healthsherpa.com/es/articles/789600-capacitacion-para-agentes.md): Las sesiones de capacitación en vivo para agentes están disponibles para ayudarlo a aprender más sobre su cuenta de HealthSherpa y mucho más.
- [Soporte para Agentes](https://faq.healthsherpa.com/es/articles/2363403-soporte-para-agentes.md): Los agentes pueden comunicarse con nuestro equipo de Soporte para Agentes para recibir asistencia.
- [Glosario de ACA: Términos y siglas comunes](https://faq.healthsherpa.com/es/articles/15197581-glosario-de-aca-terminos-y-siglas-comunes.md): Términos y siglas comunes de seguros médicos que los agentes pueden encontrar al trabajar con la Ley de Cuidado de Salud a Bajo Precio \(ACA\)

### Recursos adicionales

- [¿Qué hay de nuevo?](https://faq.healthsherpa.com/es/articles/5325244-que-hay-de-nuevo.md)