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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 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.

The Status column within your Leads list allows you to get an initial view of where each consumer is within the enrollment process. 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:

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.

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. Learn more about importing Leads here.

To create a new Lead record within your HealthSherpa for Agents account, you may simply save your progress when using the quoter or when completing a subsidy application.

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 pull a report of your consumers and their details by using the HealthSherpa export reports. These reports are .csv files which contain various pieces of information depending on the export report you choose to generate. Learn more about available exports 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.