Get ready to actively renew your clients
Changes to the ACA mean your season will likely look a little different this year, but there's one thing that won't change -- consumers still look to you to help them select and enroll in their health plan.
New for OEP 2026, HealthSherpa for Agents now has tools to help you renew consumers more easily than ever by reviewing your book, collecting information early, and comparing plans side-by-side.
Your new renewal experience for OE26!
Watch our video covering the new renewal flows in HealthSherpa and how they'll help you guide clients through plan comparisons and updates, so you can renew more quickly and confidently.
For detailed written instructions, visit our Renewal pathways help page.
Everything you need to know for OE26
Attend an upcoming training for a live overview of the new renewal features and more.
ACTIVE VS. PASSIVE RENEWALS
There are two kinds of renewals:
Active Renewal
A consumer updates their Marketplace application during OEP and selects a new plan for the upcoming plan year.
With consent, agents may assist consumers with active renewals.
Passive Renewal
A consumer does not update their application and the FFM re-enrolls them into their current plan or the closest equivalent
Need a refresher? Check out the clip below to learn more.
The Renewals Tab
The Renewals tab helps you easily see your full client list, so you can quickly review your book of business.
- See renewal status and renewal risk factors all in one place
- Prioritize your active renewals
- Easily search and filter your view
- This view updates as clients’ statuses change, helping you prioritize outreach and ensure no one falls through the cracks
Easy Documentation Management
Consent Library
Easily manage both forms of consent for all consumers in one, central location.
Intake Form
Gather info and documents with our easy intake form so data is ready and waiting when you are.
Document Upload
Upload documents early to ensure your clients keep their subsidy and/or coverage.
Bulk Email
Initiate a bulk renewal email from your clients list. The email will pre-populate with a renewal kick off email.
Side-by-side Plan Comparison
Once Window Shopping opens, you’ll be able to see your consumer’s current plan next to the crosswalk plan for 2026.
This gives you a head start to review changes, compare options, and help your client make a decision so they’re ready to enroll as soon as Open Enrollment begins. If the consumer's 2025 application is already in your book within HealthSherpa, you’ll be able to select a Renew button from several locations within HealthSherpa.
All Renewal buttons lead to the renewal plan comparison view.
Not on HealthSherpa?
Create a free agent account or request a demo for your agency!
.png "Health Sherpa 05722 1 (2)")