Agencies and Agents can export their full book of business, including over 100 columns of enrollment data!
The export is a .csv file which contains applicant information, plan details, follow-up statuses, and many many more columns of data. For a description of what every column means, please refer to this Excel file legend.
Agents and Agencies commonly export their books to update their own tracking systems or their CRM. Other reasons include:
Helping to effectuating policies
Targeting outreach to a particular group of clients
Doing custom reporting for their business
Exporting clients as an agent
From your Clients tab, click the Export button:
You'll then see this pop-up:
From here, select the date range you'd like to export from (the date range refers to the last time an application was submitted, including Report Changes submissions). Then press Export Clients, at which point you'll be sent an email with a link to download the .csv file (large exports of 1000s of clients can take a bit for the email to arrive).
Exporting clients as an agency
The agency version of the Client Export works just like the agent export described above, but includes clients from every agent in your downline.
Agents can export additional columns about their leads too. The Leads Export is available from the Leads page, on the top right side of the Leads Table. Click that Export button to get an email with the .csv file. This export is very similar to the Clients Export, just with a slightly different set of columns.
Agency Roster Exports
On top of the Clients and Leads exports, Agency Admins are also able to export a roster of their downline agents. This makes it easier for Agency Admins to do the following:
Email their downline agents who have linked HealthSherpa agent accounts
Check whether their downline agents’ settings are accurate
Confirm their downline agents have enabled EDE
Assess enrollment volume at the downline agent-level
To download the roster, admins will click the ‘Export’ button from the Agency tab. A modal similar to the example below will appear. Admins need to click ‘Export agents’ to receive a copy of their Agency’s roster.
Click here to see a legend of all the columns in the Agency Roster Export. Columns may change in this export, so bookmark this link to have an up-to-date reference.
We strongly recommend that all Agencies and Agents set up 2-factor authentication (2FA) for their HealthSherpa accounts to keep their book’s data as secure as possible. Click here for instructions on how to enable 2FA and give your account an added layer of security.
Why don't I see any Export button?
Please do note that if you are a member of an agency and you see no Export button, you may need to ask your administrator to access that report.
Why can't I access my Export?
After you export, you'll get an email with a link to download your export. If your Export is for thousands of clients, it may take a while for the email to arrive. If you have issues accessing the link located in your email, open the link in an incognito tab, log back in, and it will load for you. Please contact Agent Support for assistance if needed.
Does the Export ever change?
While infrequent, the format or columns of the export report may change. This Excel file legend will always be up-to-date with the latest.