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The consumer dashboard is a self-service tool that reduces the need for consumers to contact their agent after an enrollment submission.

In this article we'll cover:

Tech-savvy consumers can log in on their own to handle many of the most common post-enrollment needs, freeing agents to focus on more complex service needs.

The consumer dashboard displays several pages down the left-hand side including Coverage, Notices, & Agent info.

Using the available pages within the consumer dashboard, consumers can:

Any action a consumer takes in the consumer dashboard syncs to the agent’s HealthSherpa account, and vice versa.

Agents can customize the logo and contact information displayed during the consumer dashboard experience using the Marketing page.

Every consumer enrolled through HealthSherpa receives an invitation to create a consumer dashboard. Consumers can also create a consumer dashboard when using an agent’s Invalid Action error Resume Link.

The consumer will receive an email from no_reply@healthsherpa.com. This email will display the agent’s contact information.

When the consumer selects the option to go to their dashboard, they will be prompted to create a HealthSherpa account or log in to an existing HealthSherpa account.

Per Centers for Medicare & Medicaid Services (CMS) regulations, consumers must verify their identity to access their account.

After the consumer successfully verifies their identity, the consumer will have the option to create an account.

The primary contact will have ongoing access to the account they create. After successful account creation, the primary contact will be granted access to their consumer dashboard.

Consumers may sign back into their consumer dashboard at any time by visiting HealthSherpa.com and entering their login information, or by reopening their Invalid Action error Resume Link.

When the consumer logs into their consumer dashboard, they will land on the Coverage page.

The Coverage page is broken into several sections including Follow-ups, Plans, & Enrollments.

The Notices page within the consumer dashboard allows consumers to view notices generated by the Marketplace.

Notices that may appear include:

The Agent info page within the consumer dashboard displays writing agent information when applicable.

The Agent info page will also display National Producer Number (NPN) override information when applicable. Visibility into the Agent info section depends on how the consumer’s application was submitted and may not appear for all consumers.

If a consumer experiences any issues verifying their identity, troubleshooting steps are available.

Yes. Only the primary contact may access an existing consumer dashboard because the dashboard is tied to the existing application.

Yes. Consumers can select the language listed at the top of the dashboard to switch between English and Spanish.

Consumers who do not remember the password associated with their consumer dashboard can request a password reset link when logging in. Enter the email address linked to the consumer account, then follow the instructions in the password reset email.

Consumers who are already signed in to the consumer dashboard can update the password from the Gear icon. Select Settings to open the Account Settings page. Here, consumers can enter a new password, then select Save & update.

No. A consumer dashboard can only be created after submitting an application.

For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.