For agents, brokers, & agencies who have questions about HealthSherpa
By Jeff and 13 others14 authors125 articles
Getting Started for Agents
Getting Started: Agent Resource GuideHealthSherpa for Agents: OverviewHow to create a HealthSherpa for Agents accountHow do I get approved to use EDE?HealthSherpa Overview VideoWhat to Expect with ARPASpecial Enrollment Period (SEP) overviewCan HealthSherpa help me with state licensing or carrier contracting?Where can I track all of my client enrollments?Agent TrainingIndividual Coverage Health Reimbursem*nt Arrangements (ICHRA) for AgentsAgent Onboarding ChecklistConverting your agent dashboard to SpanishHealthSherpa auto-emailsNew to ACA? HealthSherpa is here to help.Agency
Agency Resource GuideAgency Onboarding ChecklistArticle RetiredMultiple Admin AccountsNPN overrideAgency | Shared BookAgency | Full book accessHow do I leave an agency?Search MarketplaceMultiple Enrollment Groups (Split Policies)Window Shopping pre-OEPWhat is the “Family Glitch” ?Are off-exchange plans available via HealthSherpa?Using HealthSherpa to Enroll Kentucky ConsumersWhat is Enhanced Direct Enrollment?How do I get approved to use EDE?FAQ: Off-Exchange Dental Plans on HealthSherpa
Applications
Can all of my clients enroll through HealthSherpa?The final enrollment page on HealthSherpa says “Sorry, we can’t enroll you at this time”. Why can’t HealthSherpa enroll them?What other errors can lead to non-enrolled, unfinished applications?I received an error page that says ‘Oops’ with a picture of a dog. What does this mean?SSN FAQRenewals
Bulk Renewal EmailRenewalsRefer applications, get paid $50!Referrals Program Frequently Asked QuestionsHealthSherpa Associates ProgramCan HealthSherpa do all of my ACA enrollments for me?How do I get paid?
Post Enrollment
Email notifications for follow-up document changes"At-risk Clients" reminder emailData Matching Issues (DMIs)Uploading Follow-up DocumentsFollow-up document reminders for clientsWhere can I find my client’s eligibility letter?My client submitted an application and received a confirmation email. However, the client does not appear on my agent dashboard. Why did this happen and am I the Agent of Record?After enrollment, a blue "Access in hc.gov" button is displayed on my client's page. What is that for?FFM username and passwordI searched for a client’s application on HealthCare.gov and nothing came up. Where is the application?What do these statuses mean on HealthCare.gov - Pending, Initial Enrollment, Active, CancelledHow can I import information into my HealthSherpa account?Primary Care Provider (PCP) SelectionHow to Resolve Data Matching Issues (DMIs): Quick GuideWhy is there no ‘Pay Now’ button in my client’s profile?Reporting a Life ChangeDocuments due tabAgent Of Record
I recently tried calling Healthcare.gov but the Marketplace representative said that I am not an authorized user. I thought I was the Agent of Record. What happened?My client's application appears on my agent dashboard. However, when I call the insurance company, they do not have an agent listed on the application. Why did this happen?AOR at-risk Clients Export and TabWho is the Broker of Record?What should I do if I suspect fraud?EDE Permission Revoked Export and TabWhat should I do if I suspect another agent has claimed my client?CMS System ChangesConsent
Summary of CMS Guidance on New Consent Rules -- Effective 6/18Active Consent - Managing ConsentIdentifying High Risk ClientsWhich browsers are compatible with HealthSherpa’s platform?Can I write split policies (different plans for each family member) on HealthSherpa?What should I do if my client does not have an email address?I misspelled a client’s name, what can I do?Why is there a difference in the premium/subsidy that was quoted for this client and what is showing after they have enrolled?Client wants to enroll without a subsidyHow can my client use a partial tax credit?Full tax credits not being usedHow can I change my client's plan?How can I report a Life Change?How can I terminate an application in Healthcare.gov?How can I delete applications?Why do premiums seem to change when re-submitting my client’s application for ARP subsidies?
Healthcare.gov
Why can't I log into Healthcare.gov?Navigating the Broker Side of HealthCare.govReviewing Document Statuses on HealthCare.govRe-Submitting an Application using HealthCare.govCMS Contact InformationUpdating your CMS passwordHealthSherpa FMO FAQ
How are commissions paid through my sub-appointments with HealthSherpa?Your Dashboard
HealthSherpa Platform OverviewArchiving Clients or LeadsArticle RetiredLeads TabClient list and client details pageViewing your clients' Marketplace NoticesViewing Agent of RecordUsing your Direct LinkBulk Renewal EmailWhat your clients seeThe HealthSherpa Export ReportsHow to track lead sources with UTM parametersAdministration
Resetting Your PasswordContacting HealthSherpa Agent SupportYour Carrier SettingsFFM Account Integration with HealthSherpa for Agents accountsEnabling 2-Factor Authentication for your AccountArticle relocatedAgent Product Updates
Agent Product Updates: 2023 Q4Agent Product Updates: 2023 Q3Agent Product Updates: 2023 Q2Agent Product Updates: 2023 Q1Agent Product Updates: 2022Agent Product Updates: 2021