Welcome to your faster, more personal ACA enrollment platform!
Don't let recent changes to Healthcare.gov keep you from making sure you get credit for every client you enroll in ACA coverage.
Transition your book to a free HealthSherpa account and you can confidently quote plans, submit enrollments, and manage clients year-round.
We’re glad you’re here and excited to help you make the switch to EDE enrollment on HealthSherpa. Call us at (888) 684-1373 or click below to setup a 1:1 meeting with our expert team.
Two ways to move your book of business
Not sure where to start? Pick the option that matches your book size and comfort with spreadsheets.
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Start with a spreadsheet upload (Import)
Great for larger books. Upload a spreadsheet of your client data to pre-populate your search list, then claim clients one at a time.
Enter clients directly
Great for smaller books or if you prefer to skip the spreadsheet. Look up each client by name, birthdate, and state to claim them, no spreadsheet needed.
Need help? We've got it!
HealthSherpa's expert Agent Support Team is available by chat, phone, and email to help you with any question or situation.
Call (888) 684-1373 for urgent issues or when real-time help is needed.
Email support@healthsherpa.com for non-urgent questions or issues that require screenshots or detailed explanations.
Chat directly from your HealthSherpa for Agents account. Chat works well for quick questions or step-by-step help.
Ready to start enrolling on our agent platform?
Create a free agent account or request a demo for your agency!
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Alternative Option: Import Clients
Search & Claim is the most accurate way to transition your clients to our platform, but you can also upload a spreadsheet with client information.
Once you've created and logged into your HealthSherpa account:
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Go to the Clients page and click the Import button.
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Click "Download CSV Template" to get the required import file.
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Fill in the template with one row for each client. Be sure to include each consumer's first and last name, DOB, full address, current plan and effective date, gross monthly premium, FFM application ID, & phone number or email.
- Once you have you spreadsheet prepared, navigate to the Clients page in your HealthSherpa account, click Import.
- Select your completed file then click "Import CSV."
Once you have your clients uploaded you will still need to go through your client list and choose "View in Dash" to ensure your client's record syncs with CMS.
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