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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Essentials for right now

Everything You Need to Know for OEP 2027

Getting started & platform basics

Start here: HealthSherpa basics
video short | 3 min 

Creating a HealthSherpa agent account
video short | 9 min 

Your agent dashboard
video short | 10 min 

Getting licensed & certified
video short | 13 min 

Selling ACA plans

Understanding your consumer: Overview
video short | 2 min 

Understanding your consumer: Providers
video short | 3 min 

Understanding your consumer: Prescriptions
video short | 3 min 

Understanding your consumer: Usage
video short | 3 min 

Understanding your consumer: Budget
video short | 10 min 

Subsidies and plan shopping tools
video short | 6 min  

Completing enrollments

Enrollment journey
video short | 5 min 

 

Getting a quote
video short | 4 min 

Formulary & summary of benefits
video short | 6 min 

Applying for a subsidy

Post-submission

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

Uploading follow-up documents and making binder payments

Understanding initial and ongoing premium payments

How to edit and update a Marketplace application
video short | 2 min 

Efficiency tools

Managing and tracking your follow-ups for your consumers

See the intake form in action

Special Enrollment Periods

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

Renewals

Refresher course: active and passive renewals

Curso de repaso: renovaciones activas y pasivas

Agency accounts

Joining or creating an agency during account creation

Joining or creating an agency after account creation

Agency account features

Agency Insights

Full length webinars

HealthSherpa 101

HealthSherpa 101 en Español

Selling ACA plans

New to ACA

Consent & compliance

Follow-up documentation

Special Enrollment Periods (SEPs)

Post-enrollment: Ensure your consumers effectuate

Consent & compliance

Follow-up documentation

Special Enrollment Periods (SEPs)

Post-enrollment: Ensure your consumers effectuate

Documentación de seguimientos

Los Períodos Especial de Inscripción (SEP)

Después de la inscripción: asegúrese que sus clientes efectuen