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The ‘Leads’ page contains consumers who have begun the quoting and enrollment process, but have not yet submitted an application or finalized their plan selection.

Customers who have successfully applied for plans will move from the ‘Leads’ page within your dashboard to the 'Clients' page within your dashboard.

You can get an initial view of where are in the enrollment process by looking at the Status column within your Leads List. You may also use the Status filter to view all Leads with a particular status.

There are several statuses you might see for a Lead:

Consumers may also begin their enrollment process using your marketing link. Any time a consumer saves their progress while quoting or applying, a Lead record will be created in your 'Leads' tab. You can view consumers who have saved their progress, as well as sort by status to follow up accordingly.

Select any lead record to view more information.

Selecting the ‘Resume’ button from your Leads dashboard or from a Lead’s details page will allow you to assist the Lead directly, picking up where the Lead last left off. Note: If the consumer attempts to submit updates to their active enrollment, they will be permitted to do so when applicable. If you attempt to submit updates for a Lead with an active enrollment for which your NPN is not already associated, you will see an "InvalidAction" error from CMS. Learn more about submitting policy changes when encountering this error here.

If you are having any technical issues using HealthSherpa, please contact our Agent Support team at (888) 684-1373, at agent_support@healthsherpa.com, or via chat from within your account.