How to Create an Agent Account to Enroll ACA Clients
HealthSherpa Registration Walkthrough
Last Updated: 9/4/2026
HealthSherpa makes it easy for insurance agents to quote and enroll clients in ACA health plans online. If you’re new to HealthSherpa, the first step is creating your agent account. The guide below will walk you through the account setup process, step by step, so you can quickly get registered and ready to assist your clients with ACA plan selection and enrollment.
To get started, follow the link above & then the steps below:
1
Head over to HealthSherpa and click on the “For Agents” link.
2
Click on the blue “Start Enrolling Faster” button.
3
Enter your email address and password — and then click “sign up” (this email address will be your HealthSherpa login).
4
Enter your name, company/agency name, preferred phone number, and select how you heard about us.
5
Select the type of account you would like to open: “Join an existing agency”
An agent account linking up to an upline agency – Input Pinnacle’s Join Code: E6A4.
6
Choose each state and carrier you are licensed and appointed with as an agent (not at the agency level).
7
Turn on the referral program — this is a great opportunity to get paid for ACA enrollments when you don’t have a contract with a specific carrier.
8
Enter your FFM Username (also known as your CMS portal login) and provide your individual NPN, not the agency’s.
9
Go through the National Insurance Producer Registry (NIPR) check (this must be authorized to finalize and open your account)
10
Congratulations!! You’ve created a new HealthSherpa account!
Samuel Tripp
Sales Director – ACA
x7721 | samuel.tripp@pfsinsurance.com
