Agent Tools & Updates
Health Sherpa / ACA Enrollment Platform
- Click Here for instructions to set up your Health Sherpa platform
- Additional Health Sherpa Resources:
Client Data Sheet
The Client Data Sheet/Health Survey links below are a tool for agents to use in collecting client data to assist in enrolling their clients. This is not a referral tool. You are responsible to follow all HIPAA compliance in collecting and storing any/all PHI (Protected Health Information).
- CMS User Account Issues: