HealthSherpa provides a customizable enrollment website where your clients can self enroll. You can add promote this site via email marketing, social media, or your business website. 

​How it works:

From your agent dashboard, access “Marketing” on the left panel.

Copy the "Direct Link" and paste wherever you would like. This will direct clients to a customizable landing page where they can shop and enroll in plans on their own.

When clients click on the link, they are taken to your uniquely branded enrollment site, where they can enter some information and click "See plans and prices" to start the quoting process. 

Clients who save their progress and are currently in the quoting process can be found in the “Leads” tab of your dashboard.

From this tab, you can filter by status of leads to see those which ones are in the Shopping section and still quoting, the Applying section and working on the application, or on the final page and Confirming. 

You can also click "Resume" to pick up exactly where the client left off. 

Clients who have successfully submitted applications will be shown in the “Clients” tab of your dashboard.

Note: All applications submitted through your direct link will have your NPN attached to them.

​Questions? Please contact our Agent Support team at 888-684-1373. They can also be reached via email at agent_support@healthsherpa.com