How it works:

Importing Clients
Access the “Clients” tab and select “Import” on the right-hand side of the screen.

Step 1: Download our CSV template. 

Step 2: Fill out the template with the required fields for each client.  
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For example, the required fields for importing clients are: first name, last name, date of birth, street address, city, state, zip code, plan name, effective date, and gross premium.
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​Step 3: Once this template is filled out, you can upload it by selecting the file & clicking "Import CSV".
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Importing Leads
Access the “Leads” tab and select “Import” on the right-hand side of the screen.

Step 1: Download our CSV template.

Step 2: Fill out the template with the required fields for each lead.
​Note: the template for uploading Clients and Leads are different. 

Step 3: Once this template is filled out, you can upload it by selecting the file & clicking "Import CSV".
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Refresh your page, and your uploaded clients and leads will now show on your HealthSherpa dashboard!
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Have questions? Please contact our Agent Support team at 888-684-1373, or via email at agent_support@healthsherpa.com.