HealthSherpa, Webinar Series, ACA Enrollment, Agent Training

Getting Started with HealthSherpa: Tips, Tools & Best Practices, Part 2

The Health & Ancillary department is launching a brand-new Webinar Series, “Getting Started with HealthSherpa: Tips, Tools & Best Practices.” Designed specifically for today’s fast-paced ACA marketplace, this series gives businesses, agencies, and their producers the practical guidance they need to work smarter, serve clients better, and grow their books of business with confidence.

A New Training Resource Built for Independent Agents and Agencies

This is not a recycled training or a rebranded replay. “Getting Started with HealthSherpa: Tips, Tools & Best Practices” is a completely new webinar series created in response to what direct, independent agents and agency owners have been asking for: clear, actionable guidance on how to make HealthSherpa the backbone of an efficient ACA Enrollment workflow.

Whether you manage a small agency or oversee a growing team of producers, this series is designed to help you standardize your processes, reduce manual work, and deliver a smoother client experience during the busiest times of the year. Each session will build on the last, giving your organization a consistent training foundation you can rely on for new and experienced agents alike.

Upcoming Live Session: September 24, 2026 at 10:00 a.m. CT

The next session in this new Webinar Series is scheduled for Thursday, September 24, 2026, at 10:00 a.m. CT This will be a live webinar, giving your agents and agency leaders the opportunity to follow along in real time, ask questions, and see how HealthSherpa supports every step of the ACA Enrollment journey.

Because this session is live, attendees can bring real scenarios from their day-to-day work and get immediate guidance. It is an ideal time for businesses and agencies to block their calendars, invite their producers, and treat the hour as a focused training investment ahead of Open Enrollment and key SEP opportunities.

What Agents and Agency Owners Will Learn

The webinar is built for direct, independent agents and agency owners who want to streamline how they quote, enroll, and manage clients through the ACA process. Instead of high-level theory, the session focuses on hands-on, platform-based skills your team can apply immediately.

• Efficient Quoting: Learn how to quickly generate accurate, side-by-side plan comparisons in HealthSherpa so clients can see their options clearly and make decisions faster.

• Streamlined Enrolling: Walk through the end-to-end ACA enrollment workflow, from capturing client information to confirming plan selection, while minimizing errors and rework.

• Client Management: See how to use HealthSherpa to track applications, monitor statuses, and manage renewals so no client slips through the cracks.

Platform Navigation, Troubleshooting, and Best Practices

Beyond the core workflows, the webinar will guide attendees through intuitive platform navigation so agents know exactly where to go and what to look for inside HealthSherpa. The Health & Ancillary team will highlight common roadblocks and share practical troubleshooting tips to resolve issues quickly, reducing downtime and client frustration.

Attendees will also hear proven best practices gathered from high-performing agencies—simple process tweaks and shortcuts that help producers work smarter, not harder. From organizing client data and documentation to setting up internal checklists around ACA deadlines, the goal is to help your business build a repeatable, scalable approach to ACA Enrollment using HealthSherpa as a central hub.

Why Businesses and Agencies Should Attend

For agencies and businesses that rely on ACA lines of business, every enrollment season is an opportunity to strengthen client relationships and drive growth. This new HealthSherpa Webinar Series is your chance to equip your producers with the tools, confidence, and consistency they need to deliver that experience at scale.

By investing a single hour on September 24, 2026, at 10:00 a.m. CT, your organization can lay the groundwork for a more efficient, client‑friendly ACA Enrollment season. Encourage your direct, independent agents and agency owners to register, attend live, and bring their questions—so your whole team can get more from HealthSherpa and deliver the level of service your clients expect.