Agent Tools & Updates

Health Sherpa / ACA Enrollment Platform

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).

ACA Rack Card Order Form *  |   View Sample Card

*Note: To qualify for ordering rack cards, you must be appointed through PPI for the ACA carriers in your area.

Required CMS Certification

CLICK HERE for Instructions

Training