HealthSherpa Training

Video Summary

Join us as Michelle McLaren shows us how to utilize HealthSherpa for smoother client enrollment. Michelle will cover everything from account setup to personalized plan comparisons, enrolling clients online, and ongoing account management. Don't miss out on this opportunity to optimize your enrollment operations and grow your business.


(1:09) Activating your Account

Get your CMS FFM certification, creating an account,

(7:28) Dashboard

Navigating your dashboard

(10:19) Quoting

How to quote

(16:50) Enrolling

How to enroll a client

(29:19) Follow Up

Reviewing your client’s information

(32:19) Consent Form

Where to get a consent form

(36:38) Updating Information

How to update your client’s information

(41:04) Marketing Opportunities

American Rescue Plan Act, where to market your business

(45:00) Questions

Agents get their questions answered

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