Getting Started: Agent Resource Guide | Healthsherpa Help Center (2024)

Welcome to the HealthSherpa for Agents: Resource Guide. If you want to get the most out of your HealthSherpa for Agents account then you’re in the right place. This guide is one of the best ways to learn more about the tools, training and support available to you.

Here’s everything that’s included in this guide — you can also click on a topic below to jump to that section:

We recommend checking out these additional resources to get the most out of your HealthSherpa for Agents account:

HealthSherpa provides an enhanced enrollment connection meaning every application will be automatically synced with HealthCare.gov. Clients never have to log into HealthCare.gov and your application time decreases to an average of 7.5 minutes!

At HealthSherpa our goal is to provide you with the right tools and resources so you can easily manage and grow your ACA business. With a free, EDE-enabled HealthSherpa for Agents account you can:

We also have been the largest ACA enrollment platform since 2013:

Creating a HealthSherpa for Agents account is fast, easy, and free. Most agents are able to go through this process in 3-4 minutes. If you haven't already created a HealthSherpa for Agents account, visit this page for step-by-step instructions.

CMS requires HealthSherpa (and all EDE partners) to require agents and brokers to integrate their FFM accounts. Agents who fail to do so will not be able to search the Marketplace, submit applications, or view clients.

Luckily, this is a quick and easy process to complete. Here’s how:

You will need to complete this authentication process every 30 days to remain in compliance with CMS requirements.

Enhanced Direct Enrollment is a technology that allows HealthSherpa to fully integrate withthe Marketplace so you can do applications entirely on HealthSherpa without being redirected to Healthcare.gov. With HealthSherpa’s EDE, you can process applications, submit follow-ups, track statuses, and much more without ever leaving HealthSherpa — managing your ACA business becomes easier and more streamlined.

Here’s how to Enable EDE:

Upon successful ID proofing, you will be taken back to your dashboard and the "Enable EDE" button in the top of your dashboard will be gone. You now have access to EDE! Learn more about Enabling EDE here.

The HealthSherpa Referrals Program allows agents to enroll their clients in the right health plan to meet their needs. In states you are licensed within, you can write the policy for your client and HealthSherpa becomes the Agent of Record (AOR). During SEP you can earn a referral bonus of $50 for each client you refer to HealthSherpa, and during OEP this amount typically increases.

After you submit your first referral, you will be prompted to set up payments and a W-9 on your "Referrals" tab. You can submit a W-9 by selecting “Submit W-9” within the “Bonuses” page.

You can always renew these clients under your AOR (Agent of Record) the following year. Also, if you’re licensed but not FFM certified you can create a referral-only account here.

You remain responsible for complying with all applicable state insurance laws regarding licensure and appointment. The Referrals Program may not be used to circumvent state laws that require you to be appointed with a carrier in order to discuss that carrier’s plans with a consumer.

The “Carrier” menu is where you can add your licensed states and appointed carriers. If you have the referral program turned on, you can also choose which carriers you would like to refer. To access this menu, click on the gear icon located on the top, right-hand side of your dashboard, and select "carriers." Learn more about your carrier settings here.

With your HealthSherpa for Agents account you get access to powerful shopping and enrollment tools so you can:

To start the shopping and enrollment process all you have to do is click on the “Quote” button on the top of your dashboard. Watch a training video outlining how to Quote, apply, and select a plan using HealthSherpa for Agents to learn more.

Being able to easily manage, track, and follow up with your customers is important. It will help you stay organized, work more efficiently, and most importantly grow your business. That’s why we have spent so much time creating customer management tools inside your HealthSherpa for Agents account.

You'll find customers categorized into either the Clients page or the Leads page.

The Clients page displays customers who have submitted their subsidy application and selected a plan. The Leads page displays customers who have begun the quoting/application process, but have not yet submitted their subsidy application and/or selected a plan. When Leads complete their subsidy application and select a plan, they will automatically be moved over to the Clients page.

Here are a few helpful features you can start using today:

Now with Enhanced Direct Enrollment (EDE), you’re able to easily maintain applications directly from HealthSherpa. After you have completed an enrollment, here are some of the things you can do inside your dashboard:

On HealthSherpa the renewal process is quick and easy, saving you time to focus on other parts of your business.

Here’s how it works:

HealthSherpa provides a customizable enrollment website where your clients can quote to see available plans and even enroll. Customers are also able to translate the site into Spanish!

Here’s how it work:

Here’s why we love this feature:

Add your custom link to your auto-signature, social media accounts, and business website today!

Click here to learn more about the branded enrollment website and how to use your direct marketing link.

Our team hosts live webinars so you can get familiar with HealthSherpa’s powerful shopping, enrollment and marketing tools designed to help you grow your business. Register for a training session in English or in Spanish.

HealthSherpa Agent Support provides top-tier support for using the HealthSherpa for Agents platform.

Agent Support is open Monday through Friday 6:00am - 4:00pm PST (9:00am - 7:00pm EST) and can be reached by:

Our team can answer your feature questions, help you with technical issues, and provide support for common issues such as:

Thank you for visiting the HealthSherpa for Agents Getting Started: Agent Resource Guide. If you have any additional questions please reach out to our Agent Support Team at (888) 684-1373 or email us at agent_support@healthsherpa.com.