HealthSherpa is a powerful platform designed to enroll ACA clients in Marketplace plans faster and more efficiently. Agility constantly receives feedback from agents about accessing and using the platform, so, we want to help agents by using information directly from HealthSherpa to explain how the ACA Marketplace platform works.
HealthSherpa ACA Marketplace Platform
Create and Register an Account
HealthSherpa walks agents through creating and registering their accounts. This web page provides a detailed step-by-step process for doing each of the following activities on the platform:
- Types of HealthSherpa Accounts
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- HealthSherpa for agents
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- HealthSherpa enrollee assistance full-service
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- Carrier-specific HealthSherpa account
- Creating a HealthSherpa for agents account in 9 steps
- Creating a HealthSherpa enrollee assistance full-service account in 6 steps
- Using the same email for multiple accounts
- Additional resources include contact information for Agent Support and how to chat directly with them from your account.
FFM Account Integration with HealthSherpa for Agents’ accounts
Once you register your accounts on the platform, you must meet your CMS requirement to integrate your HealthSherpa account(s) with your FFM account. HealthSherpa walks you through doing this integration with an extensive step-by-step process with screenshots showing you what to do in the following items:
- What to know before you integrate your FFM account
- How to integrate your FFM account
- How to renew your FFM account integration
- How to remove an incorrect FFM account integration
- FFM integration impacts your HealthSherpa account
At the bottom of this web page are several “Frequently Asked Questions” and “Tips” for you to access to assist with this extensive and critical process all ACA agents must do.
Enhanced Direct Enrollment (EDE)
With your FFM integration complete, it’s time to access the platform’s Enhanced Direct Enrollment (EDE) technology. HealthSherpa provides a detailed step-by-step process with screenshots explaining how to access their EDE by covering these topics:
- Benefits of HealthSherpa’s EDE
- Getting EDE approved
The bottom of the page provides “Frequently Asked Questions” and Agent Support contact information for agents’ reference and use.
Carrier Settings
Your HealthSherpa Agents Account allows you to manage your licensed states, add your appointed carriers, and set your Enrollee Assistance Program (EAP) carriers if needed. All of this and more is done in Carrier Settings.
This HealthSherpa web page provides step-by-step guidance with screenshots about how to access Carrier Settings on the platform and the following other items you will need to do:
- States you’re licensed in to enroll ACA clients
- Carrier designations
A long “Frequently Asked Questions” is included at the bottom of this page for agents to view and reference.
Agent Help Center, Agent Support, and Agent Training
As helpful as all this information is, agents can still have questions or be unsure how to use several platform aspects. The Agent Help Center provides A LOT of resources for “self-help” agents and agencies, or any other agent or agency, to access the Marketplace platform.
The Agent Support Contact Information page provides the hours of operation the support team is available, their direct contact information using different media, and the credentials you need to provide to access the team.
The HealthSherpa Agent Training web page allows all agents to access HealthSherpa training classes.
HealthSherpa is a great Agility partner, and our team has direct experience working on this platform as ACA agents. Visit our ACA contracting page now to contract with more ACA plans to add to your HealthSherpa ACA Marketplace platform accounts. Our team is happy to discuss its real-life experience in the field using the platform to maximize your ACA marketplace revenue opportunities.
Contact Agility at (866) 590-9771 or email [email protected] to learn how HealthSherpa’s ACA Marketplace platform maximizes your ACA revenue and makes client interactions easier. Agility can also add you to our free weekly email list for tips and vital information!
