Here's a running list of improvements and updates to the HealthSherpa Agent product. If you ever want to get back here, just click the little question mark icon in the top header of your Agent Dashboard.

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August 18, 2021

New option to enter birthdate when quoting

The HealthSherpa quoter now accepts either the client's age or date of birth.

August 16, 2021

Downline Agent Search

From the Agency tab, Agency Admins can now search for a specific agent by name or NPN.

August 9, 2021

Multiple Enrollment Groups (Split Policies)

It’s now possible to enroll applicants from the same application in different plans through Multiple Enrollment Groups!

Enrolling applicants in different plans can be useful if they have varied health, provider and/or prescription needs.

How to access Multiple Enrollment Groups

After filling out the application, you’ll click “Shop Multiple Plans” from either the Eligibility Result (shown below) or Confirm Plans pages.

Then, you’ll be able to select subsets of applicants and shop their plan options.

Read our Multiple Enrollment Groups help article to learn more about how this feature works.

July 27, 2021

Client List sorting

You can now sort even more columns on your Client List and Lead list in ascending or descending order. Sorting by client name was one of the top requested improvements to the Agent Dashboard. Enjoy!

July 01, 2021

ARP Unemployment Subsidies

As part of the American Rescue Plan (ARP), beginning July 1st, clients with at least 1 week of unemployment income in 2021 can gain additional subsidies. You're now able to view and apply the subsidy for eligible clients right through HealthSherpa.

  • You'll be able to mark "has received or been approved to receive unemployment income" in both the Quoter and on the Application to see these new, up-to-date subsidy results.

  • To apply the subsidy, just submit the application for new clients, or re-submit the application for existing clients.

  • For any clients who have listed unemployment income, you'll see a green banner on their Client Profile that shows how much they can save (see below).

  • Easily review which of your clients have unemployment income by looking at the has_unemployment_income column on your Export Report.

In effect, this additional subsidy makes clients eligible for a benchmark Silver plan that's $0. But it can be applied to the client's existing plan, or any other plan you'd like to change to.

Learn much more about this new subsidy and how to apply it on our blog post here.

June 23, 2021

Small Export Report update

When you do a .CSV export of your Clients List, you'll now see the dollar amount listed for any referral applications you submit in the referral_bonus_amount column.

June 16, 2021

Print improvements

We've improved the print quality on our 3 most printed pages:

  • Plans List

  • Plan Details

  • Compare Plans

Printouts on these pages now have a cleaner, more readable layout, and use less ink!

June 09, 2021

Jump backwards in the application navigation

You can now jump directly back to a previous step in the application navigation, without having to click back through each page. This will save time if you or your client need to add or update something from an earlier part of the app.

June 03, 2021

Referrals program updates

For anyone who has opted into our Referrals Program, you'll now be able to select any carrier you want to Refer. You can clearly view and edit Referred carriers from the updated Carrier Settings page, seen here:

June 1, 2021

HSA (Health Savings Account) filtering in Plan Shopping

You can now filter to only see plans that are eligible for an HSA.

HSAs allow your clients to contribute pre-tax dollars to an account that can be used to pay for medical expenses. Learn more here.

May 30, 2021

New columns added to the Export

We added two fields to the Client List Export Report. Learn more about the Export Report here.

1. EDE sync timestamp (last_ede_sync)

This field shows you how the last time this application has been synced with the Marketplace. This can particularly help when you're working to effectuate apps, you'll be able to see how recent the followup_docs and policy_status and effectuated columns are. To pull more recent follow-up, policy, or effectuation statuses, just hit the refresh buttons from your Clients Table or Client Profiles.

2. More details about an application’s NPN (npn_reason)

In the past, the npn_reason field only showed whether the Agent of Record (AOR) was you, HealthSherpa (in the case of a referral), or ‘Other’. Now, you'll also be able to see whether there is ‘No AOR’, or if the NPN is an ‘Other Party’. 'No AOR' can sometimes occur if the client makes application changes through

May 27, 2021

Prescription search in the quoter

The prescription search feature is now back in plan shopping, and more polished.

  • Add your clients prescriptions to see their copay rates added to each plan card and Compare views.

  • Filter on any added prescriptions to see only plans that have copays for that prescription.

April 14, 2021

ARPA workflow improvements

Your ARPA subsidy workflow just got a bit faster! Now, when you click the "Apply the new subsidy" button, you'll see an option to either report updates or not—if you choose "not," you'll jump to the end of the application. This way, if an application doesn't have updates, you won't need to walk through each step.

April 01, 2021

ARPA subsidy tools

We’ve made some changes to the HealthSherpa site to help you apply APRA subsidies for your clients, target your outreach to new clients, and work as efficiently as possible.

1. Six new columns to enable your American Rescue Plan (ARP) outreach

  • last_submission_date: Allows you to see which clients have updated their eligibility since 4/1. If it’s blank, that means the application has not been resubmitted through HealthSherpa for the ARP subsidy.

  • FPL_ratio: Exact ratio for the federal poverty level (FPL).

  • ARP_subsidy: The estimated new subsidy under the ARP.

  • ARP_subsidy_change: The estimated change from the current subsidy.

  • bronze_to_free_silver: Indicates whether the client is eligible for a free silver plan because they are within 100—150% FPL.

  • has_unemployment_income: Identifies applications that included unemployment income as part of the last submission.

2. Updated subsidy calculations in the quoting tool

3. Our ARPA auto subsidy calculator, which will allow you to easily view whether a member is eligible for additional subsides in their client profile, and how much more they can save with ARPA.

4. Guided re-submission flow, which will give you in-product educational prompts to help you re-submit an app for a client.

March 02, 2021

Bonuses tab updates

We've rearranged the left navigation a bit. A new section called "Bonuses" now contains the Referrals, Broker Bonuses, and Associates sections. All three of these sections give you opportunities to make extra income through HealthSherpa.

February 15, 2021

Covid SEP

With the introduction of the special Covid SEP, we've made a couple updates:

  • You won't need to submit a Qualifying Life Event on the application

  • Any of your clients who use your marketing link won't need a Qualifying Life Event

Learn more details about this SEP here.

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