Acquire
Your account comes with a customizable enrollment site to market your brand and capture leads directly into your dashboard. Already have a list? Import your book and start enrolling.
Enroll
Enroll and renew clients in a streamlined, compliant environment that takes less than half the time of other exchanges.
Manage
Keep your business organized with a full suite of client relationship management (CRM) tools including Agent of Record (AOR) insights, consent forms and storage, and reporting.
Partnership
Get up and running quickly and easily. We partner with you to get your agents on one platform, train them, and make sure you have support if there are any questions.
Safety
Manage your agency in a safe, compliant environment with fraud prevention, AOR protections, and CMS compliance that prioritizes the security of your business.
Control
You’re in control of your agency. Your HealthSherpa Agency Account comes with full book of business support including NPN control, reporting, and business integration.
We're here to help
Call us at 855-772-2663
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HealthSherpa Agent Support is available right inside your HealthSherpa for Agents Account via chat, phone, or email.
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Check out our Agent Help Center to learn more about getting started with ACA, FFM Training, and more!
Visita nuestro Centro de recursos para agentes