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" on their To Do list, they will be linked over to the carrier payment page where they can make their binder payment.
By clicking "Verify" they will go to this page where they can upload their documents.
Note: Your phone number will be listed throughout the client's dashboard.