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Join Advocate Financial for top insurance agent training in the United States to grow your business. Building your Insurance business to achieve your dreams. Join the nation 's top Independent Insurance Agents by choosing an agent-centric growth-driven FMO with a proven record of innovative sales results. Sales acceleration is what we do. Talk to our team Tech Fueled Sales for Book of Business Growth Agents love our sales generating nationally leading technology, saving hours of time daily, while streamlining workflow and maximizing results. Work smarter, not harder with our insuretech. #WorkSmarter Hours Saved Per Week Talk to our team 50+ Top medicare, life, annuity Carriers in the Industry 1,000+ Agents Nationwide $6,621 Average Lifetime Commission Per Medicare Sale 40+ Years Industry Experience licensed in all 50 states Empowering Agents, Growing Together Advocate Financial is a family-founded business driven by a mission to empower independent agents in the healthcare industry. With a unique father-son leadership, we bring decades of experience and dedication to supporting agents' growth and success. Talk to our team agents nationwide love working with advocate ⭐ ⭐⭐⭐⭐ "The Advocate Financial team is awesome! We have affiliated with other FMO's, none of which provide the level of service, support, training and business tools that Advocate Financial does... We HIGHLY recommend partnering with Advocate Financial if growing your business and helping others is your goal!" - Rodney Independent Insurance Agent MICHIGAN Advocate is much more than a FMO #RedefiningTheFMO Be st Technology in the Industry Top Commissions & Fast Support Best in Class LEA D MARKETPLACE Retail Walmart, CVS, Kroger Sales Kiosks Marketing $$$ Money for Leads Cutting Edge CRM Solutions Talk to our team Our Story In 2009, from the basement of their home, after being laid off by a local company, a determined father and son duo, John and Benjamin Becker, began their journey with nothing but a shared dream and relentless work ethic. Despite facing countless obstacles and the skepticism of those around them, they poured in countless hours and quickly gained industry recognition. Agents began sharing their stories: "These guys are incredible - they care. I've never had a marketing partner like Advocate; there's something truly different about them." Facing financial constraints and fierce competition, John and Benjamin relied on their passion for giving, love for others, creativity, decades of experience, and sheer determination to carve out a niche in the industry. "Agents deserve better than the typical 'you're just a number, sink or swim' experience," says Benjamin Becker, Co-Founder. "We genuinely care about an agent's success, because we understand the grind-we've been through it ourselves. We've taken broke or mediocre agents from zero to hero, creating successful agents. We're here to change the game, and we treat our agents like family." Their unwavering dedication paid off. Nearly 20 years later, in a sea of thousands of marketing agencies, they grew Advocate into a Top 50 nationally recognized insurance marketing firm. Through grit, faith in each other, and God's help, they transformed their humble beginnings into a powerful testament to perseverance, the unbreakable bond of family, and the power of serving others with passion and heart. Co-Founders Father & Son Team Benjamin Becker and John Becker More than an FMO Advocate is a founding supporter of the AMDA, a non-profit organization committed to helping people with Disabilities on Medicare. Advocate is committed to making an impact in the lives of people on Medicare in all walks of life, and in need. AMDA Certified Advocate Contracted Agents have the honor of enrolling the AMDA members across the country in Medicare Plans. For details on getting involved on our Enrollment Teams please contact Advocate Directly! “John and Ben Becker (Co-Founders of Advocate) are the kind of people that care greatly for others and have invested heavily in developing a program that will help people with disabilities get better healthcare ... unique to insurance and Medicare. This father and son team are on the precipice of helping change the face of disability healthcare in America." The Honorable Neil Romano Former Assistant Secretary of the United States Department of Labor’s Office of Disability Employment Policy and Chairman Emeritus of the National Council on Disability Talk to our team All the National & Regional Products & Carriers Your Clients & Prospects Know and Love We offer a vast hand selected portfolio of over 50+ of the nation’s top insurance Carriers for Medicare, Life, Annuity and Ancillary Products. To play, press and hold the enter key. To stop, release the enter key. View All Carriers speak with an advocate Representative Location 110 E Wayne St STE 1601 Fort Wayne, IN 46802 Phone 800-943-2386 Mail info@myadvocatefinancial.com First Name Last Name Email Phone Message Submit We'll be in touch ASAP!

Explore Blue Cross Blue Shield of New Mexico plans with Advocate Financial. Gain access to top-tier resources, training, and competitive commissions to grow your insurance business with one of the most trusted carriers. ← Back BlueCross BlueShield of New Mexico 2026 Certification Open Now! Certification Guide: Click Here for Blue Cross NM HCSC Certification Page Guide This site works best when using Microsoft Edge, Google Chrome or Firefox Internet browsers. Using Internet Explorer may result in technical difficulties. Certify Now

Complete your AHIP certification with step-by-step guidance from Advocate Financial. Stay compliant, access top Medicare carriers, and grow your business with confidence. ← Back AHIP 2026 AHIP is OPEN! 2025 Training is now closed. Certify Now Contact AHIP AHIP Online Medicare User Guide Once the 3 updates are completed, there will be a link to attest to completion. Once done, you should see 100% showing. ***Do NOT sign up direct. Register through Humana/AETNA/Allwell to get fully reimbursed after # sales. FYI if you are re-certifying you DO NOT have to complete Modules 1-3***

Partner with Advocate Financial to offer UnitedHealthcare (UHC) plans. Access exclusive resources, training, and commissions to grow your insurance business with one of the nation's leading carriers. ← Back United Healthcare 2026 Certification Open Now! You can now get certified to sell United Healthcare 2026 Medicare plans. Get your certifications done early so you can spend the summer focusing on your selling strategy for 2026 Annual Enrollment Period (AEP). Certifying early also gives you the ability to start planning and filing your events. Certify Now Agent Support 2026 Study Guide

Advocate Wealth equips independent agents with the tools, products, and support needed to offer clients tailored financial planning solutions, including retirement strategies, investments, and wealth management. Our platform empowers agents to grow their business while helping clients secure their financial future. Become a Financial Security Navigator™ As a Financial Security Navigator™, helps individuals and families take control of their financial future by organizing, implementing, protecting, and securing legacy transfer options within their estate. By providing a structured roadmap, Navigators ensure clients have a plan for financial security, retirement planning, insurance solutions, and legal preparedness. Why Become a Financial Security Navigator™? As a Financial Security Navigator, you will be able to help clients bridge gaps in their financial, retirement, and estate plans. Your role includes: Organized Planning Assist clients in compiling financial, insurance, and legal documents in one place. Safe Money Solutions Provide strategies to protect assets from market fluctuations and fees. Estate & Legacy Planning Ensure assets and legal paperwork are in order for smooth wealth transfer. Long-Term Care Funding Offer solutions like life insurance living benefits and short-term care coverage. Beneficiary & Tax Strategy Help update beneficiaries and minimize tax burdens. Social Security Medicare Guidance Assist in optimizing Social Security income and selecting the right Medicare plans. Final Expense Planning Ensure clients' final wishes are financially secure. Learn More today! Contact Advocate Financial today to learn how to become a Financial Security Navigator™ today! → Weekly RetireCare™ Friday Coaching's Ready to take your business to the next level? Join us every Friday for exclusive coaching sessions hosted by Advocate Financial President and Co-Founder, John Becker, and Director of Wealth Sales and Growth Strategies, Glen Witchey, where you'll gain valuable insights on carriers, sales strategies, and tools to boost your success. Click below to access all past sessions and stay up-to-date with new coaching opportunities designed to help you thrive in the industry. View Trainings Here Certified Financial Security Navigator™ Resource Hub Certified Financial Security Navigators can access exclusive resources, downloadable content, and training materials through our Certified Financial Security Navigator™ Resource Hub. Certified Access Contact Us Have any questions? Don't hesitate to reach out to our Advocate Team today by filling out the form below! First Name Last Name Email Message Send Thanks for submitting!

Find answers to your most common ACA questions on our FAQ page. Get the latest information on certification, plan options, eligibility, and more to help you succeed in the ACA marketplace. FAQ Here are some Frequently Asked Questions from Agents who have contracted through Advocate for their insurance carrier needs. Talk with Advocate ACA Frequently Asked Questions 01 Do I need to re-complete the full Marketplace training curriculum each year? Yes, agents and brokers must complete Marketplace registration and training annually to participate in the Marketplace and assist consumers with enrolling in Marketplace coverage. The Centers for Medicare & Medicaid Services (CMS) offers this training through the Marketplace Learning Management System (MLMS). For Returning Agents and Brokers: If you registered with the Marketplace for the most recent plan year, you will be automatically enrolled in the "Marketplace Training for Returning Agents and Brokers." This abbreviated training typically takes about 90 minutes to complete. You also have the option to take the full training course if you prefer, once it's available. Need Help? If you need additional assistance, you can contact the Marketplace Service Desk at 1-855-267-1515. Helpful Resource: Check out the "Returning Agents’ and Brokers’ Guide to Plan Year 2022 Marketplace Registration and Training (PDF)" for more detailed information. 02 What should I do if I'm having trouble accessing the Marketplace Learning Management System (MLMS)? If you’re having difficulty accessing the MLMS, try the following steps: • Use the Latest Browsers: The MLMS works best with the latest versions of Google Chrome or Mozilla Firefox. • Adjust Browser Settings: Make sure your pop-up blocker is turned off, Adobe Flash Player is installed, and both JavaScript and Adobe Flash Player are enabled on your computer. • Check PDF Settings: If you’re using an Adobe Acrobat plug-in or similar, ensure that PDF files load within your web browser rather than the plug-in. • Clear Cache and Files: Clear your browser’s cache and temporary internet files before trying to access the MLMS again. • Optimal Access Times: For best results, try accessing the system before 11:00 AM ET or after 5:00 PM ET. If you still experience issues, contact the Marketplace Service Desk at 1-855-267-1515 or the MLMS Help Desk at MLMSHelpDesk@cms.hhs.gov.() 03 Do multiple agents at our agency need to complete Marketplace registration and training? Yes, each individual agent or broker who assists consumers with enrolling in Marketplace coverage must complete their own Marketplace registration and training using their unique National Producer Number (NPN) before assisting consumers. Key Points to Remember: • Individual NPNs: Every agent or broker must register and complete training with their individual NPN. • Corporate NPNs: If your agency has a corporate NPN that will be used on Marketplace applications, it must also be registered with the Marketplace. Only the authorized individual should enter the NPN for the business entity section of their profile. • Business Entity Registration: Business entities that wish to participate in the Marketplace must register and sign the appropriate agreements through the Marketplace Learning Management System (MLMS). An authorized official can complete the registration on behalf of the business entity while completing their individual agent or broker training. • Updating NPN Information: If you have multiple NPNs (e.g., one for yourself and one for your business), you can add the business NPN after completing the training. Your Registration Completion Certificate will list both NPNs, which will register your business with the Marketplace. • Correct NPN Entry: Ensure that NPNs are entered correctly during registration without any leading zeroes. Please note that currently, the Marketplace only validates individual NPNs, not business entity NPNs. As a result, business names and contact information are not displayed on the Find Local Help tool. Need Help? For additional assistance, contact the Agent/Broker Email Help Desk at FFMProducer-AssisterHelpDesk@cms.hhs.gov.() 04 Can I earn state licensure continuing education credits for completing the required Marketplace training? No, the Marketplace registration and training for Plan Year 2022 does not qualify for state licensure continuing education credits, as it is not offered through an approved continuing education vendor. Need Help? If you need further assistance, contact the Agent/Broker Email Help Desk at FFMProducer-AssisterHelpDesk@cms.hhs.gov.() 05 What are the steps for completing Marketplace registration and training? For Agents and Brokers New to the Marketplace or Those Who Didn’t Complete Training Last Year: 1. Create a CMS Enterprise Portal Account: • Go to CMS Enterprise Portal. • Set up Multi-factor Authentication (MFA). • Request the Agent Broker Training Access Role. • Complete remote identity proofing through the Identity Management (IDM) System. 2. Set Up Your Profile: • Complete your agent/broker profile on the Marketplace Learning Management System (MLMS) via the CMS Enterprise Portal. 3. Complete Training: • Log in to the CMS Enterprise Portal. • Update your MLMS profile. • Complete the full Marketplace training via the CMS Enterprise Portal or through an HHS-approved vendor. • Read and accept the applicable Marketplace Agreement(s). • Print your Registration Completion Certificate. • Confirm your registration using the Registration Completion List (RCL). For Returning Agents and Brokers: 1. Log in to the CMS Enterprise Portal: • Set up or update your MFA device. 2. Update Your Profile: • Update your MLMS agent/broker profile. 3. Complete Shortened Training: • Log in to the CMS Enterprise Portal. • Complete the “Marketplace Training for Returning Agents and Brokers,” which typically takes about 60 minutes. This training includes a self-paced review of Marketplace resources and updates. • Read and accept the applicable Marketplace Agreement(s). • Print your Registration Completion Certificate. • Confirm your registration using the Registration Completion List (RCL). Need Help? For additional assistance, contact the Marketplace Service Desk at 1-855-267-1515. 06 Do I need to meet continuing education requirements to participate in the Marketplace? No, there are no continuing education requirements specifically for the Marketplace. To participate, you only need to complete the annual Marketplace registration and training requirements for agents and brokers. Please note that these Marketplace requirements are separate from any continuing education requirements mandated by your state’s Department of Insurance (DOI) or other state regulatory agencies. Need Help? For additional assistance, contact the Agent/Broker Email Help Desk at FFMProducer-AssisterHelpDesk@cms.hhs.gov.() 07 How do I execute the electronic Marketplace Agreements and review their appendices? Before assisting consumers with Individual Marketplace coverage, you need to review and electronically sign the Individual Marketplace General Agreement and the Privacy and Security Agreement. These Agreements are available on the Marketplace Learning Management System (MLMS), which you can access through the CMS Enterprise Portal. To execute the Agreements: 1. Log in to the CMS Enterprise Portal and access the MLMS. 2. Locate the Agreements: • Find the Individual Marketplace General Agreement and the Privacy and Security Agreement on the MLMS. 3. Review the Agreements: • Carefully read through the Agreements and their appendices. • To review an appendix, click on the appendix link within the Agreement’s module. The appendix will open in a new window for review. No further action is needed on the appendix page. 4. Execute the Agreements: • When prompted, select the “I Agree” button. This acts as your electronic signature and indicates your acceptance and agreement to abide by the terms and conditions of the Agreements. Need Help? For additional assistance, contact the Marketplace Service Desk at 1-855-267-1515. 08 Why is my National Producer Number (NPN) not listed as validated on the agent and broker Registration Completion List (RCL)? If your NPN is not listed as validated on the RCL, it means that the Centers for Medicare & Medicaid Services (CMS) has not confirmed its validity against the National Insurance Producer Registry (NIPR) database. To be validated, your NPN must have an active licensure status and a CMS-approved health-related line of authority (LOA) in your resident state. Common reasons for NPN validation issues include: 1. Incorrect Information: • A typo or incorrect license number or NPN might be entered into your agent/broker profile. Learn how to update your NPN. 2. Inactive or Expired License: • Your license might be inactive or expired, or your NPN may not have a valid health-related LOA. Verify your licensure status via the NIPR database. If you have questions about your licensure status, contact NIPR customer service or your state Department of Insurance (DOI). If your NPN does not match licensure records, you can submit a dispute using the Fair Credit Reporting Act form. 3. Invalid Health-Related LOA: • The LOA associated with your NPN might not be on the list of CMS-approved health-related LOAs. Check the list of approved health-related LOAs to ensure your LOA is valid. Important Note: Beginning in Plan Year 2023, CMS implemented updated licensure validation methodology to ensure agents and brokers have a valid health-related LOA in their resident state. Agents and brokers without an approved LOA are not allowed to assist consumers with Marketplace enrollment. Need Help? For additional assistance, contact the Agent/Broker Email Help Desk at FFMProducer-AssisterHelpDesk@cms.hhs.gov.() 09 How can I confirm that I have completed Marketplace registration and training? To confirm your completion of Marketplace registration and training for the current plan year, follow these steps: 1. Check the Registration Completion List: • Verify that your National Producer Number (NPN) is listed on the publicly available Centers for Medicare & Medicaid Services (CMS) Agent and Broker Federally-facilitated Marketplace (FFM) Registration Completion List. 2. Use the Marketplace Registration Tracker: • Access the Marketplace Registration Tracker to confirm your training and registration status, as well as your identity proofing and NPN validation. Enter the ZIP Code and NPN listed in your agent/broker profile. Need Help? For additional assistance, contact the Marketplace Service Desk at 1-855-267-1515. 10 Who do I contact for registration and training support and questions? For support with Marketplace registration and training, you can contact the following help desks based on your specific needs: 1. Marketplace Service Desk • Phone: 1-855-267-1515 • Handles: • CMS Enterprise Portal password resets and account lockouts • Other CMS Enterprise Portal account issues or error messages • General registration and training questions not related to a specific training platform 2. Agent/Broker Email Help Desk • Email: FFMProducer-AssisterHelpDesk@cms.hhs.gov • Handles: • Escalated general registration and training questions not related to a specific training platform • Issues with the Agent/Broker Registration Completion List 3. Agent/Broker Training and Registration Email Help Desk • Email: MLMSHelpDesk@cms.hhs.gov • Handles: • Technical or system-specific issues related to the Marketplace Learning Management System (MLMS) • User-specific questions about navigating the MLMS site or accessing training and exams For a faster response, provide your FFM user ID and National Producer Number (NPN) when contacting any of the Marketplace Help Desks. Helpful Resource: • Agent/Broker Help Desks 11 What is the Marketplace Learning Management System (MLMS), and how do I access it? The Marketplace Learning Management System (MLMS) is an online platform provided through the Centers for Medicare & Medicaid Services (CMS) Enterprise Portal. It offers training content and resources needed for agents and brokers to complete their annual Marketplace registration and training. To access the MLMS: 1. Log In: • Go to the CMS Enterprise Portal and log in using your FFM User ID and password. After logging in, you will be directed to the "My Portal" home page. 2. Navigate to MLMS: • Click on the "Marketplace Training - Agent Broker" tile. • Select the "MLMS Training" link. 3. Update Information: • Enter or update your business and/or professional contact information. • Click the “Save” button and then the "Next" button to proceed. 4. Access MLMS Training: • You will be taken to the MLMS training landing page where you can access the training modules. For New Users: If you have not previously registered with the Marketplace, you will need to create a CMS Enterprise Portal user account before you can access the MLMS. Learn more about creating a user account and becoming a Marketplace-registered agent or broker.(https://manage.wix.com/dashboard/5a1eef5c-d925-4b98-bb82-c0bc27247f05/link) Need Help? For additional assistance, contact the Marketplace Service Desk at 1-855-267-1515. Helpful Resource: • Quick Reference Guide: Avoiding the Creation of a Duplicate CMS Enterprise Portal Account 12 How do I complete identity proofing, and do I need to do this every year? Completing Identity Proofing: 1. Create Your User Account: • After setting up your user account on the Centers for Medicare & Medicaid Services (CMS) Enterprise Portal, you will need to complete identity proofing as part of the Marketplace registration process. 2. Enter Personal Information: • You will be prompted to enter and confirm your personal information and answer identity verification questions. 3. Log Out: • Once you complete the identity proofing process, you will be asked to log out of the CMS Enterprise Portal by clicking the “OK” button. 4. Confirm Your Status: • You can verify your identity proofing status using the Marketplace Registration Tracker. Enter your ZIP Code and National Producer Number (NPN) to check your status. Annual Requirement: • Returning Agents and Brokers: • If you have previously completed identity proofing for a prior plan year, you typically do not need to repeat this process during the annual registration renewal. Need Help? For assistance with manual identity proofing, contact the Agent/Broker Email Help Desk at FFMProducer-AssisterHelpDesk@cms.hhs.gov.() 13 What is the Registration Completion List, and who should I contact if my information is not showing in the list? Registration Completion List (RCL): The Centers for Medicare & Medicaid Services (CMS) Agent and Broker Federally-facilitated Marketplace (FFM) Registration Completion List (RCL) includes the National Producer Numbers (NPNs) for agents and brokers who have completed Marketplace registration for the current plan year. This list is updated frequently, often daily. Purposes of the RCL: • To confirm that an agent or broker has successfully met the registration requirements for the Marketplace or State-based Marketplace on the Federal Platform (SBM-FP) for the Individual Marketplace and/or the Small Business Health Options Program (SHOP). • To support states and other stakeholders in oversight, monitoring, enforcement, and consumer education about agents and brokers who are available to assist with Marketplace coverage. If Your Information Is Not Showing: 1. Check Your Licensure and LOA: • Ensure that your licensure status and line of authority (LOA) are in good standing with the National Insurance Producer Registry (NIPR). You can check your license and LOA status by accessing the NIPR Producer Database (PDB). Obtain a copy of your PDB Report here. 2. Contact Support: • If your status is correct in NIPR but not validated in the RCL, contact the FFM Agent/Broker Email Help Desk at FFMProducer-AssisterHelpDesk@cms.hhs.gov. Can't Find Your Answer? 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Give us a call to learn more about Advocate! Our representatives are happy to help you with any questions that you may have. Let us advocate you to success. Contact Us Leave us a message through a form below, live chat, or give us a call! We are here to help answer with al the questions you may have. Click to Call Now! 110 E Wayne St. STE 1601 Fort Wayne, IN 46802 info@myadvocatefinancial.com 800-943-2386 First Name Last Name Phone Email Message Send Thanks for submitting! LinkedIn YouTube Facebook Office Hours Mon - Fri 9:00 am – 5:00 pm (ET)

"Get comprehensive information on FFM, ACA, and Medicare Under 65 plans with Advocate Financial. Learn how to become certified, select the best plans for clients, and grow your business in the healthcare marketplace. Advocate Essentials: FFM, ACA, & Medicare Under 65 Training Explore our resource hub designed to equip you with crucial knowledge on FFM, ACA, AHIP, and under-65 Medicare. Choose the path that fits your needs and enhance your expertise with our comprehensive guide and training tools. FFM & ACA FFM (Federally-Facilitated Marketplace), is a platform set up by the federal government where individuals, families, and small businesses can compare and purchase health insurance plans, including Medicare-related plans for those eligible. Agents often need to be certified to assist clients with enrolling in plan through the FFM, especially during AEP. Agents who sell Affordable Care Act Insurance (ACA) must complete an annual certification before they are allowed to sell. The certification they must complete is known as the Federally Facilitated Marketplace (FMM) certification. The ACA is a comprehensive healthcare reform law aimed at increasing access to affordable health insurance, improving the quality of care, and reducing healthcare costs. ACA FAQs How to Use HealthSherpa Certification Instructions Trainings and Certification Resources Medicare Under 65 Medicare Under 65 refers to Medicare coverage available to individuals under the age of 65 who qualify due to certain disabilities or specific medical conditions. Generally, Medicare is available to those aged 65 and older, but individuals under 65 can qualify in certain circumstances. Click the buttons below to view more information and qualifications that an individual much reach to be eligible for Medicare Under 65 years-old. CMS Medicare Under 65 Eligibility BACK TO TOP

Discover Blue Cross Blue Shield of Michigan plans and contracting opportunities with Advocate Financial. Learn about competitive commissions, plan benefits, and how to grow your ACA and Medicare business with a trusted carrier partner. ← Back Blue Cross Blue Shield of Michigan 2026 Certification Open Now! Once getting to the website, click the icon on the top left of the screen labeled "Click here to register". If you are experiencing any issues logging in or completing the certification process, please click the contact button to the right. Certify Now Contact BCBSM

Partner with Advocate Financial to offer Priority Health plans. Access valuable training, resources, and competitive commissions to grow your insurance business with a trusted health plan provider. ← Back Priority Health 2026 Certification Open Now! For Agents - wanting to certify to sell MAPD: Agents must be appointed first. Immediately upon appointment by Commissions and Licensing, you will receive an email advising them of the completion of the appointment process and assignment of their writing number, also known as their broker ID. Certify Now Contact If you are interested in Medicare certification with Priority Health? To view Priority Health Medicare Certification and training instructions, click the button "Enroll Now". You will be prompted to log in to access the Agent Center. Scroll to the bottom of the Medicare Certification page to complete the information in the form provided. Be sure to click Submit. Once entered into the portal, you will receive and email directing you to access the trainings. Follow the directions that are provided within the email. For any agent who is not newly appointed will also have to login to the agent center, and then click on Medicare. Then fill out the fields under: Never Sold Medicare Advantage with Priority Health? Request to certify with Priority Health. Your request will be activated within 1 business day. You will receive an email from Priority Health advising you to register your account. It contains detailed instructions on how to proceed and learn to see that you are complete. You can print a certificate of completion from the transcript section when you are finished.

Learn how to use HealthSherpa with Advocate Financial. Streamline ACA enrollments, access top carriers, and grow your health insurance business with ease. How to Use HealthSherpa HealthSherpa is an essential tool for agents looking to provide their clients with quick and easy access to ACA (Affordable Care Act) health insurance plans. This training page will guide you through the features and functionalities of HealthSherpa, helping you become proficient in using the platform to assist your clients effectively. 1. What is HealthSherpa? Visit the HealthSherpa Website: Go to HealthSherpa to begin the registration process. Sign Up as an Agent: Click the "Sign Up" button and enter your agent details, including your National Producer Number (NPN), contact information, and any required credentials. Complete Your Profile: Once your account is created, complete your profile by filling in up-to-date business and personal information. Make sure your licensing information is accurate. Connect Your Carrier Appointments: To access ACA plans from specific carriers, link your account to the carriers you're appointed with. This step will ensure you can view and quote their plans for your clients. Verify Your Identity: Follow the identity verification process if prompted. This step may involve answering a few security questions to prove your identity. 2. Setting Up Your HealthSherpa Account Once your account is set up, you'll be taken to the HealthSherpa dashboard. Here’s how to use the key features: Client Management: The dashboard allows you to add, view, and manage your client list. Simply click on "Clients" to see a summary of all the clients you’re helping. Quote and Compare: Under the "Quote" section, input your client’s basic details (e.g., zip code, household size, income) to generate quotes. From there, you can compare available ACA plans side-by-side to find the best options for your client. Enrollment Tracking: Click on the "Enrollments" tab to track your clients' applications and enrollment statuses. You can see which clients are enrolled, pending, or need further action. Reports: Access performance reports under the "Reports" section. These reports help you track your activities, such as the number of enrollments, plan selections, and other key metrics. 3. Navigating the HealthSherpa Dashboard Now that your account is set up, you're ready to start quoting and enrolling clients: Enter Client Information: Start by inputting your client’s information, including zip code, income, household size, and other details relevant to their health insurance needs. Generate Quotes: HealthSherpa will generate a list of ACA plans that meet the criteria you've entered. You’ll see options from multiple carriers, along with plan details such as premium amounts, coverage levels, and deductibles. Compare Plans: Use the comparison tools to narrow down the options based on factors like cost, network, and coverage. HealthSherpa allows you to compare multiple plans side-by-side. Enroll in a Plan: After selecting the best plan for your client, follow the on-screen instructions to complete the enrollment process. You can do this entirely within HealthSherpa, making it a quick and seamless experience. Track Enrollment Status: Once the enrollment is submitted, you can monitor its progress under the "Enrollments" tab. HealthSherpa will notify you of any updates or required actions. 4. Quoting and Enrolling Clients HealthSherpa also offers additional features to enhance your efficiency: Filters and Search Tools: Use filters to quickly locate plans that meet specific needs, such as low premiums, specific benefits, or network preferences. Renewals and Reminders: Set up renewal reminders for your clients so that you can proactively assist them during the next open enrollment period. Client Communication: Use the platform’s messaging tools to communicate directly with clients, ensuring they stay informed throughout the process. 5. Tips and Best Practices If you need help while using HealthSherpa, several resources are available: 24/7 Support: You can access live support for any platform-related queries at any time by contacting the HealthSherpa support team. Training Videos: HealthSherpa offers a library of training videos that walk you through key features and functionalities step by step. FAQs: The Help Center provides answers to frequently asked questions, including troubleshooting tips and best practices. BACK TO TOP