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.

From the 'Your follow-ups' section, clients can click 'Pay' to be redirected to the payment portal for their particular policy, or 'Verify' to upload documents to verify different items for Healthcare.gov

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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