HealthSherpa

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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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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