HealthSherpa

See the other side: how agents and consumers experience enrollment, with curated agent resources.

The Agent & Consumer Experience

Agents

Consumers and agents may be asked to verify their identity before accessing HealthSherpa.

Identity verification

Live agent training sessions are available to help you learn about your HealthSherpa account & much more.

Agent training

CMS requires additional authentication for all agents & brokers using an Enhanced Direct Enrollment (EDE) platform.

FFM account integration with HealthSherpa

The Home page brings everything agents need to start their day into one place.

Home page

The Consent page allows agents to manage consent from one central place.

Consent page

An overview of CMS' agent authorization requirement

Agent authorization

Federally-facilitated Marketplace (FFM) certification requirements & accessing training.

FFM certification

The Marketplace determines the tax household’s eligibility for coverage and financial assistance.

Marketplace overview

Top agent-facing articles from faq.healthsherpa.com, collected here for carrier teams who want to see the guidance agents work from.

Agent Resource Library

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A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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