Managing your downline
HealthSherpa allows you to easily manage both your downline agents and sub-agencies. Agency administrators can manage their downline by:
Viewing downline accounts
When an agent or sub-agency uses your join code to link their account to your agency, they'll appear within your Agency page.
To search your list of downline agents:
From the Overview tab, you may key an agents name or NPN into the search bar within the 'Your agents' section.
To search your list of sub-agencies:
From the Overview tab, you may search a sub-agencies name by keying their agency name into the search bar within the 'Your sub-agencies' section.
From the Insights tab, select the 'Sub-agencies' section to view your sub-agencies as well as their hierarchy.
Selecting an agent or sub-agencies name will allow you visibility into their account which can be especially helpful when assisting with client escalations and trend spotting. When viewing a downline account, you will notice a reminder banner at the top of the page where you may choose to go back to your account at any time.
Releasing or terminating downline accounts
Releasing an account allows the account holder to keep the associated book of business. Terminating an account provides an opportunity for the agency to keep the associated book of business.
Only the primary admin is granted the ability to approve or deny the release or termination of a direct downline agent or sub-agency account from your agency. To release or terminate a downline account, the primary admin should reach out to Agent Support.
If an upline agent or agency requests the removal of a downline agent from their hierarchy, they must submit this request in writing to agent_support@healthsherpa.com and CC the downline agent. The email should include the downline agent’s name, NPN and email address associated with their account.
The email should clearly state that the upline is requesting to remove a specific downline agent from their agency. The upline must also state whether they believe the book of business belongs to the agency and if they are simply removing the account or would like the account terminated.
If you are an agent who would like to be released from an agency, please reach out to your agency administrator for approval. Your agency administrator's information can be found within the 'Agency affiliation' tab of your Settings page.
