HealthSherpa 101

Video Summary

In this webinar, we will guide you through the process of creating your HealthSherpa account, obtaining a quote, and enrolling your clients in a health plan. Learn about consent forms, following up with clients, and fixing data matching issues. This interactive session will provide step-by-step instructions to ensure you have all the tools and knowledge needed to navigate HealthSherpa with ease.


(1:58) Getting Started

First steps, creating an account, setting up referrals, compliance checks, connecting to

(8:57) Dashboard

Navigating the dashboard

(13:00) Quoting

Client household details, comparing plans

(20:57) Consent Forms

Verbal and written consent

(24:31) Enrolling

Checking for an existing account, application questions, eligibility letter

(34:41) Reporting a Change

Updating information

(36:49) Following Up

At risk AOR, fixing Data Matching Issues (DMI)

(42:56) HealthSherpa Demo

Live demo of HealthSherpa

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