Agency Resource Guide | Healthsherpa Help Center (2024)

Welcome to the Agency Resource Guide! If you're hoping to get the most out of your HealthSherpa for Agents account then you’re in the right place. Reading through this guide is one of the best ways to learn more about the tools, training and support available to you. We recommend bookmarking this page for future reference.

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

At HealthSherpa our goal is to provide you with the right tools and resources so you can easily manage and grow your agency.

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

To learn more, we put together a short video that walks you through our platform and how HealthSherpa for Agents can help you scale your agency

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

Creating a HealthSherpa for Agents account is fast and easy. Most agents are able to go through this process in 3-4 minutes. Here’s how:

After you create a new HealthSherpa account it’s time to invite your agents to join. To get started, head over to the “Agency” tab inside your dashboard and click on the “Invite Agents” button on the top, right-hand side.

From there, you can email your agents an invite that includes a unique link directing them to create a new account. Once they click on the link and follow the steps, their account will automatically be connected to yours.

Another way to link your agents to your agency account is by sharing your agency “join code” which you can also find under the “Settings” tab. Your agents can enter the code during the account creation process or afterwards directly from their “Settings'' tab.

Enhanced Direct Enrollment (EDE) is a new and exciting technology that allows HealthSherpa to fully integrate with HealthCare.gov.

That means you and your agents can process applications, submit follow-ups, and track status without ever leaving HealthSherpa — so managing your ACA business is easier and more streamlined.

Here’s how to turn on EDE (an important step for both you and your agents to complete):

Once you’re EDE approved, you can do all of the following directly on HealthSherpa:

CMS now requires additional authentication for agents and brokers. This change increases your security and once authenticated, you can use your HealthSherpa for Agents account as usual and there will be no impact to your enrollments.

If you do not complete this authentication, you will not be able to use Enhanced Direct Enrollment (EDE) through your HealthSherpa account. This includes major features such as the following:

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

You and your agents will need to complete this authentication process every 30 days. You can see your re-authentication date under the “FFM Account Integration” settings in your Agent Dashboard. To extend your authentication, click "extend my integration now".

Our referral program is a simple way to help your clients get ACA health coverage while you get paid for every enrollment.

Here’s how it works:

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

It’s also important to know that HealthSherpa’s only focus is ACA/Marketplace enrollments so you can continue working with your clients for any other products outside of ACA. Plus, you can always renew these clients under your AOR (Agent of Record) the following year.

Our referral program is a great opportunity whenever you don’t have a contract with a specific carrier.

Navigating Your Dashboard

Inside your dashboard you can:

If you are the primary agency admin, you control a handful of settings that you can find under the “Agency” tab inside your dashboard. You also have the option to grant admin access to other agents so they can control these settings, too. Here’s a quick overview:

Once you create a new HealthSherpa for Agents account, you can easily import your existing book of business. That way, you can manage your clients and leads, report changes, process renewals, plus more — directly from your dashboard.

Here’s how to import clients:

Step 1: Head over to the “Clients” tab and select “Import” on the right-hand side of the screen.

Step 2: Click on the "Download CSV Template" button.

Step 3: Open and fill out the template with the required fields for each client. (The required fields include first name, last name, date of birth, street address, city, state, zip code, plan name, effective date, and gross premium.)

Step 4: Once you’re finished filling out the template, click on the “Import CSV” button to upload.

Here’s how to import leads:

Step 1: Head over to the “Leads” tab and select “Import” on the right-hand side of the screen.

Step 2: Click on the "Download CSV Template" button.

Step 3: Open and fill out the template with the required fields for each lead. (Note: the template for clients and leads are different.)

Step 4: Once you’re finished filling out the template, click on the “Import CSV” button to upload.

Then refresh the page and you will be able to access your newly uploaded clients and leads!

You can confirm your import was successful when:

You can look up and add clients to your HealthSherpa account by using the "Search Marketplace" link on the top right-hand side of your dashboard. This is also a great alternative to importing your book of business if you want to add clients one at a time or when you or your agents work through renewals.

To start the shopping and enrollment process all you have to do is click on the “Quote” button on the top of your dashboard!

HealthSherpa is fully integrated with HealthCare.gov through Enhanced Direct Enrollment (EDE). That means, once you get EDE approved you can process applications, submit follow-ups, and track status without ever leaving HealthSherpa.

Here’s why agents love our optimized application, designed for speed:

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:

Being able to easily manage, track, and follow up with your clients or leads is important. It will help you stay organized, work more efficiently, and most importantly grow your agency.

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

With a HealthSherpa for Agents account, you get access to your own branded enrollment website where your clients can easily search for and self-enroll in ACA health coverage.

Here’s how it work:

Here’s why we love this feature:

If you're the agency admin it's important to know that all applications submitted through your enrollment website will have your NPN attached or follow the referral settings you’ve selected. You can either share your unique link with your agents so that all consumer driven applications are connected to your NPN and referral settings or they can use their own enrollment website which will be connected to their NPN and referral settings.

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

Agents and agencies are able to export their full book of business, including 100+ columns of enrollment data. The export is a CSV file which contains applicant information, plan details, follow-up statuses, plus more. For a description of each column, please refer to this Excel file legend. Larger exports may take longer to arrive.

Here are common reasons to export your book of business:

How to export clients or leads as an agent:

How to export clients or leads as an agency:

This report includes clients and leads from every agent and subagency in your downline and can be accessed by agency admins. Here's how to download this report:

How to export your agency roster:

Agency admins can export a roster of their downline agents which makes it easy to:

Here’s how to access this report:

How to export Data Matching Issues (DMIs)

This report includes all data matching issues from the past two months and can help your agency quickly identify and resolve DMIs. Agency admins can export this data which includes:

Here’s how to access this report:

Agency admins can also receive this report in a weekly email by enabling this feature under the “Settings” tab.

How to secure your exports

We strongly recommend that all agents and agencies set up Two-Factor Authentication (2FA). This will give your HealthSherpa for Agents account an added layer of security. Click here for instructions on how to enable 2FA.

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

With a HealthSherpa for Agents account you get access to our Agent Support Team year-round. If you have any questions, issues or want to share feedback, you can reach out to us by phone, chat or email:

Thank you for visiting the Agency 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.