Get ready for Plan Year 2027

Plan year 2027 brings new requirements for agent-driven Marketplace enrollments. Now is the time to prepare your book, understand what’s changing, and make sure you’re set up to manage your clients efficiently in HealthSherpa.

Need help? Contact HealthSherpa Agent Support! You can call (888) 684-1373, email support@healthsherpa.com, or chat directly from your HealthSherpa for Agents account.

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Get ready for agent authorization

Starting with PY27, agent-driven Marketplace enrollments will require consumer authorization. Get familiar with the new process and take steps now to prepare your book.

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Efficient renewals

Learn how HealthSherpa’s renewal flows can help you review your entire book, prioritize clients, collect information early, and move through renewals more efficiently.

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Your entire book in HealthSherpa

Use HealthSherpa to manage your entire book of business. See which clients need attention, track real-time policy status, collect agent authorization, and manage renewals—all in one place.

Not on HealthSherpa?

Create a free agent account or request a demo for your agency!

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