If you provide an email address, your client can log into their own HealthSherpa dashboard to view their plan details & application history, upload documents, make binder payments, and access their notices.

Here's what it looks like:

When they log in, they will see a To Do list, indicating whether they need to make a payment or upload a document.

If they scroll down, they can view their plan details and application history. They can make changes by clicking the blue "Update" button.

By clicking "Pay premium for health plan" on their To Do list, they will go to this page where they can make their binder payment.

By clicking "Verify your Special Enrollment" (or other document type), they will go to this page where they can upload their documents.

By clicking "Providers" on the left, they can search for providers covered by their plan. They can search by zip, provider's name, or specialty.

By clicking "Prescriptions" on the left, they can search which prescriptions are covered by the plan and the copay / estimated cost.

Note: Your phone number will still be listed on their dashboard, so if your clients have questions, they will still call you directly. 

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