| Module 1 | Getting Started | |
|---|---|---|
| Unit 1 | Contracting | |
| Unit 2 | New Agent Certification | |
| Unit 3 | Returning Agent Certification | |
| Unit 4 | Marketing & Prospecting | |
| Unit 5 | Requesting Health Sherpa | |
| Module 2 | Compliance | |
| Unit 1 | Compliance | |
| Unit 2 | Consumer Consent & Eligibility Results | |
| Module 3 | Using Health Sherpa | |
| Unit 1 | Health Sherpa Initial Login | |
| Unit 2 | Tool Walkthrough | |
| Unit 3 | How To Quote On Health Sherpa | |
| Unit 4 | How To Quote On Health Sherpa (3 Main Variables) | |
| Module 4 | Enrollment Examples | |
| Unit 1 | Single Person Enrollment | |
| Unit 2 | Family Enrollment | |
| Unit 3 | Enrolling A Client That Uses Many Doctors & Prescriptions | |
| Unit 4 | Family Enrollment With Not All Applying | |
| Unit 5 | Larger Family Enrollment | |
| Unit 6 | Family Glitch Enrollment | |
| Unit 7 | Loss Of Job-Based Coverage Enrollment | |
| Unit 8 | How To Enroll Someone Whose Income Is Too Low For A Subsidy | |
| Unit 9 | Enrollment For When Someone Is Losing Medicaid | |
| Unit 10 | Enrollment For Someone With Eligible Immigration Status | |
| Unit 11 | No Subsidy Enrollment | |
| Unit 12 | Other Options When Income Is Too High For A Subsidy | |
| Unit 13 | Turning 26 Enrollment | |
| Unit 14 | Naturalized or Derived Citizen Enrollment | |
| Unit 15 | No Longer Incarcerated Enrollment | |
| Unit 16 | Native American Enrollment | |
| Unit 17 | Enrollment For A Person Over Age 65 That Has A Part A Premium | |
| Unit 18 | Child Only Policy Enrollment | |
| Unit 19 | How To Shop Multiple Plans | |
| Module 5 | Post-Enrollment | |
| Unit 1 | How To Make Major Changes On An Existing Application | |
| Unit 2 | Post-Enrollment | |
| Unit 3 | AOR-DMI-EDE | |
| Unit 4 | In-House Help | |
| Module 6 | Commissions | |
| Unit 1 | Commissions | |
| Module 7 | High-Level Timeline | |
| Unit 1 | High-Level Timeline |
