Once you create a HealthSherpa for Agents account, you can easily import your existing book of business. This allows you to easily manage your clients and leads, report changes, process renewals, plus more — directly from your dashboard.
Understanding Leads & Clients
The ‘Leads’ page of your HealthSherpa for Agents dashboard is intended for consumers who have begun the quoting and enrollment process, but have not yet submitted an application or finalized their plan selection.
The ‘Clients’ page of your HealthSherpa for Agents dashboard is intended for consumers who have successfully applied for a plan.
Customers listed under your 'Leads' page will automatically move to your 'Clients' page after a successful plan submission takes place using your HealthSherpa for Agents account.
Importing Leads
You can import existing Leads into your HealthSherpa for Agents account by downloading a unique CSV template, filling out the required fields, and uploading the document to your Leads dashboard.
Step 1
Access the 'Leads' page and select the 'Import' button located on the right-hand side of the screen.
Step 2
Download our import CSV template.
Step 3
Fill out the template with the required and optional fields for each Lead.
Required fields
first_name
last_name
phone (Only required if email is not provided)
email (Only required if phone is not provided)
Optional fields
zip_code
county
Tips:
Do not adjust the headers in the template or rearrange the column
Remove the sample Lead information listed in the template before importing your file
After completing the template, do not send the completed file using insecure methods (e.g. email)
The template for uploading Clients and Leads are different
Step 4
Save your completed template as a CSV file. Once you are ready to import your completed template, select your completed file then select the 'Import CSV' button.
Step 5
Refresh your page, and your uploaded Leads will show on your HealthSherpa dashboard!
Importing Clients
You can import existing Clients into your HealthSherpa for Agents account by downloading a unique CSV template, filling out the required fields, and uploading the document to your Clients dashboard.
Step 1
Access the 'Clients' page and select the 'Import' button located on the right-hand side of the screen.
Step 2
Download our import CSV template.
Step 3
Fill out the template with the required and optional fields for each Client.
Required fields
first_name
last_name
dob
street_address
city
state
zip_code
plan_name
effective_date
gross_premium
phone_number
email
Optional fields
ffm_app_id
csr_level
Possible values: none, 73%, 87% or 94%
plan_hios_id
subsidy
issuer
county
ssn
net_premium
spouse_first_name
spouse_last_name
spouse_dob
Repeats for other_1 through other_10
other_1_first_name
other_1_last_name
other_1_ssn
other_1_dob
Tips:
Do not adjust the headers in the template or rearrange the column
Remove the sample Client information listed in the template before importing your file
After completing the template, do not send the completed file using insecure methods (e.g. email)
The template for uploading Clients and Leads are different
Step 4
Save your completed template as a CSV file. Once you are ready to import your completed template, select your completed file then select the 'Import CSV' button.
Step 5
Refresh your page, and your uploaded Clients will show on your HealthSherpa dashboard!
Additional Resources
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.
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Keywords: Import, upload, imports, clients, leads, client, lead, template, book of business, BoB