Updating Your Contact Information
Carmen Lockhart avatar
Written by Carmen Lockhart
Updated over a week ago

How it works:

Updating Company Name and Phone Number

Update your company name & phone number by accessing the “Marketing” tab located on the left side of your dashboard. Under "Add your Company Information" you will enter the name and number you would like, and click "Update". This phone number is displayed throughout your client-facing enrollment website.

Updating Name, Login and FFM Account Info

Click on the Settings tab on the left hand side of your dashboard.

From the “Settings" page, you can update your name, login & FFM account info. This is the phone number HealthSherpa will use to contact you, if needed. 

Any questions? Please contact HealthSherpa Agent Support at 888-684-1373, or via email at agent_support@healthsherpa.com. 

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