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Sales Tool Kit

Agent Training

Learn how to use the Retail Producer Portal, our sales platform and other agent- and member-focused resources.

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Understanding Your Sales Support Portals

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Retail Producer Portal

Explore training materials that can help you access, start using and troubleshoot the Retail Producer Portal.

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HealthSherpa

Explore comprehensive HealthSherpa training, tips and FAQs for on-exchange enrollment and an agent-assisted enrollment guide.

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Special Enrollment Training

Do you have clients who just went through a qualifying life event? Learn how to help them enroll off-exchange for new coverage.

Portal Training Materials

Looking to log in to a portal? Visit our Portal Access page for log in or registration links to the Retail Producer Portal, HealthSherpa producer experience and Blue Access for Producers.

 

HealthSherpa

 

Special Enrollment Period Resources

Explore an overview of 2025 Special Enrollment Period and learn how to support your clients through the enrollment process: