Siga las instrucciones aquí para traducir esta página a otro idioma usando Chrome.
The Home page allows agents to view follow-up items, training materials, and actionable insights from one central place.
In this article we'll cover:
Home page at a glance
The Home page is the default landing page when logging into the HealthSherpa account.
From the Home page, agents can search their book of business, find important notifications, helpful resources, outreach suggestions, and more.
Agents who are new to HealthSherpa may also see an onboarding checklist to help guide them through initial setup.
Important notifications
The Due in the next 30 days section of the Home page displays time-sensitive follow-up items that should be prioritized to help ensure coverage takes effect.
Follow-up items highlighted in this section include:
SEP documents: A count of consumers with open Special Enrollment Period (SEP) Verification Issues (SVIs).
DMI documents: A count of consumers with open Data Matching Issues (DMIs).
Unpaid binders: A count of consumers who may still need to make their binder payment, also called the first month’s premium payment or initial payment.
Select View within a desired follow-up to open the Client follow-ups tab and view additional details.
Agents can adjust the time period displayed in this section using the Filter menu.
Agent resources
The Agent resources section provides agents with easy access to training materials, including links to help articles covering a range of topics.
Other outstanding tasks
Within the Other outstanding tasks section of the Home page, agents have access to several actionable insights.
Insights include:
HealthSherpa account updates
Certain Marketplace notices
Consumers turning 65
Consumers with upcoming birthdays
Noteworthy application statuses within their book of business
These insights allow agents to reach out to consumers who may be experiencing changes that could impact enrollment or subsidy eligibility.
Select View within a desired task to view additional details.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Support@HealthSherpa.com, or by chat directly from your account.