Agent Video Library

HealthSherpa offers agent training resources covering a wide range of topics including mastering the HealthSherpa platform, selling ACA, and critical ACA topics like consent and compliance.

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New to HealthSherpa? Start here.

Post-enrollment tools & other ACA essentials

Open Enrollment 2026

Agency accounts

Video Shorts

 

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Essentials for right now

Post-enrollment: ensure your consumers effectuate

Follow-up documentation

Special Enrollment Periods (SEPs)

Después de la inscripción: asegúrese que sus clientes efectuen

Documentación de seguimientos

Los Períodos Especial de Inscripción (SEP)

Consent & compliance

Consent & compliance

 

New to HealthSherpa? Start here.

HealthSherpa 101

HealthSherpa 101 en Español

HealthSherpa 201

Selling ACA plans

Quote, apply, and select a plan using HealthSherpa for Agents

New to ACA

Open Enrollment 2026 

Refresher course: active and passive renewals

Your new renewal pathways

See the intake form in action

Curso de repaso: renovaciones activas y pasivas

¡Las nuevas vías de renovación para OE26!

Vea el nuevo formulario de admisión en acción



What to know now for a successful OE

Exclusive to HealthSherpa

Enrollee Assistance Program

Alternate pathways to the CMS three-way call

Additional features in agency accounts

Agency account features

Agency Insights

Video Shorts

Understanding the enrollment journey from submission to effectuation

How to edit and update a Marketplace application

Managing and tracking your follow-ups for your consumers

 

Using the qualifying life event (QLE) chart to identify SEP eligibility

Using your Marketplace eligibility notice to identify DMIs and SVIs

What are Data Matching Issues (DMIs) and why do they matter?

What are SEP Verification Issues (SVIs) and why do they matter?

Acceptable documentation for DMIs, SVIs, and eligible immigration statuses (Learn more)

Understanding initial and ongoing premium payments

Uploading follow-up documents and making binder payments