Emails
Agents are able to set up custom branding within the direct marketing link included with their HealthSherpa for Agents account. Any customizations made will apply to the email notification consumers receive.
Agency administrators can also choose to control the email notification customizations at the agency level. To do this, agency administrators should visit their Agency page, and go to the Settings tab. From the Emails section you will have access to Client and Agent emails. Be sure to select the 'Save changes' button when you are finished making adjustments.
Select the 'View or edit email' button to customize each email.
This will open a pop-up where you can click to edit the signature. Any edits you make will apply to this email for your direct downline.
You can choose to utilize custom text within these fields:
[Agent name]
[Agency name]
[Agency phone]
[Account email]
By utilizing brackets around these fields, the field will populate information that's unique to each agent when sent.
You may also use the available drop down menus to adjust additional settings within each email.
Agency administrators can also choose to control follow-up document reminder emails for clients at the agency level. To do this, agency administrators should visit their Agency page, and go to the Settings tab. From the Emails section, agency admins can choose to allow their direct downline agents to control this setting, or decide to enable or disable this setting for all direct downline agents.
If you choose to enable or disable this setting for all direct downline agents, your downline agents will see a message on their Settings page indicating that their agency administrator has overridden this setting.