Under 65 Products
Marketing & Enrollment Tools
ACA Enrollment Platform / Health Sherpa
- 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).