The clients export pulls data about consumers listed on the Clients page and includes plan information, application details, and more. Agents commonly use this export to support policy effectuation, reporting, & reconciliation.

Any filters currently in use on the Clients page apply to the clients export when generated. To initiate the clients export, go to the Clients page and select Export.

Agents are prompted to select a date range and make customizations:

Select Export to generate the report.

Large exports of thousands of clients can take additional time for the email to arrive.

Agents often need to manage several different types of follow-ups to ensure their consumers effectuate.

To access the client follow-ups export, go to the Clients page, select the Client follow-ups tab, and select Export contacts list.

The leads export pulls data about consumers listed on the Leads page and reflects any filters currently in use on the Leads page.

To initiate the leads export, go to the Leads page and select Export.

The Agent of Record (AOR) at-risk clients export helps agents prioritize outreach to reduce the chance of losing AOR.

To access the AOR at-risk clients export, go to the Exports page and find the AOR at risk clients section. Select Export from the Actions column.

Centers for Medicare & Medicaid Services (CMS) grants Enhanced Direct Enrollment (EDE) permission to agents for their enrollments, which enables data syncs. When an application has an EDE data sync, the HealthSherpa dashboard shows the most up-to-date application information.

The EDE permission lost clients export displays applications where the EDE connection has been lost, which can prevent HealthSherpa from showing the most up-to-date application details.

To access the EDE permission lost clients export, go to the Exports page and find the EDE permission lost clients section. Select Export from the Actions column.

Centers for Medicare & Medicaid Services (CMS) may return an Invalid Action error during an enrollment submission. The Invalid Action error tracker export helps agents track consumer progress when a consumer uses a resume link to complete the enrollment after the error occurs.

To access the Invalid Action error tracker export, go to the Exports page and find the Invalid Action error tracker section. Select Export from the Actions column.

A Data Matching Issue (DMI) occurs when the information entered on a consumer’s subsidy application does not match what is on file with the government, or is not available in government records, and needs to be verified. The DMI follow-ups export lists DMIs with a due date from the past two months through future due dates so agents can track what needs attention.

To access the DMI follow ups export, go to the Exports page and find the DMI follow ups section. Select Export from the Actions column.

A Special Enrollment Period (SEP) Verification Issue (SVI) occurs when the information entered for a SEP does not match what is on file with the government, or is not available in government records, and needs to be verified. The SVI follow-ups export lists SVIs with a due date from the past two months through future due dates so agents can track outstanding verification items.

To access the SVI follow ups export, go to the Exports page and find the SVI follow ups section. Select Export from the Actions column.

The Enrollments export pulls data about consumers listed on the Clients page of all HealthSherpa accounts linked to the agency hierarchy.

The Enrollments export includes plan information, application details, and more. Agencies commonly use this export to support policy effectuation, reporting, & reconciliation.

To access the Enrollments export, go to the Agency page and select the Exports tab. Locate the Enrollments row and click Export from the Actions column.

Agency administrators are prompted to make customizations:

Select Export to generate the report.

Large exports of thousands of clients can take additional time for the email to arrive.

The Agent roster export pulls data about each HealthSherpa account linked to the agency hierarchy. Agency administrators commonly use this export to conduct outreach to their downline, and conduct operational checks such as confirming settings and enrollment volume.

To access the Agent roster export, go to the Agency page and select the Exports tab. Locate the Agent roster row and click Export from the Actions column.

A Data Matching Issue (DMI) occurs when the information entered on a consumer’s subsidy application does not match what is on file with the government, or is not available in government records, and needs to be verified.

The DMI follow-ups export pulls data from each HealthSherpa account linked to the agency hierarchy.

The DMI follow-ups export lists DMIs with a due date from the past two months through future due dates so agency administrators can track what needs attention. This data is especially helpful for agencies with internal teams dedicated to DMI resolution.

To access the DMI follow-ups export, go to the Agency page and select the Exports tab. Locate the DMI follow-ups row and click Export from the Actions column.

A Special Enrollment Period (SEP) Verification Issue (SVI) occurs when the information entered for a SEP does not match what is on file with the government, or is not available in government records, and needs to be verified.

The SVI follow-ups export pulls data from each HealthSherpa account linked to the agency hierarchy.

The SVI follow-ups export lists SVIs with a due date from the past two months through future due dates so agency administrators can track what needs attention. This data is especially helpful for agencies with internal teams dedicated to SVI resolution.

To access the SVI follow-ups export, go to the Agency page and select the Exports tab. Locate the SVI follow-ups row and click Export from the Actions column.

The Agent of Record (AOR) at-risk clients export helps agency administrators prioritize outreach to reduce the chance of losing AOR.

The AOR at-risk clients export pulls data from each HealthSherpa account linked to the agency hierarchy, and may include enrollments that have transferred to another agent in the agency.

To access the AOR at-risk clients export, go to the Agency page and select the Exports tab. Locate the AOR at-risk clients row and click Export from the Actions column.

Centers for Medicare & Medicaid Services (CMS) grants Enhanced Direct Enrollment (EDE) permission to agents for their enrollments, which enables data syncs. When an application has an EDE data sync, the HealthSherpa dashboard shows the most up-to-date application information.

The EDE permission lost clients export displays applications where the EDE connection has been lost, which can prevent HealthSherpa from showing the most up-to-date application details.

The EDE permission lost clients export pulls data from each HealthSherpa account linked to the agency hierarchy.

To access the EDE permission lost clients export, go to the Agency page and select the Exports tab. Locate the EDE permission lost clients row and click Export from the Actions column.

HealthSherpa requires consent documentation for all Enrollee Assistance Program (EAP) submissions. EAP compensation cannot be administered until documentation has been received.

The Payouts awaiting consent upload export pulls data from each HealthSherpa account linked to the agency hierarchy. Agency administrators commonly use this export to ensure the proper consent documentation can be submitted.

To access the Payouts awaiting consent upload export, go to the Agency page and select the Exports tab. Locate the Payouts awaiting consent upload row and click Export from the Actions column.

Agencies participating in a HealthSherpa Agency JMA can use the Payouts program report export to review bonus dollars paid to the agency for a selected date range. The Payouts program report export pulls data from direct downline agents linked to the agency.

To access the Payouts program report export, go to the Agency page and select the Exports tab. Locate the Payouts program report row and click Export from the Actions column.

Centers for Medicare & Medicaid Services (CMS) may return an Invalid Action error during an enrollment submission. The Invalid Action error tracker export helps agency administrators track consumer progress when a consumer uses a resume link to complete the enrollment after the error occurs.

To access the Invalid Action error tracker export, go to the Agency page and select the Exports tab. Locate the Invalid Action error tracker row and click Export from the Actions column.

The Intake export provides agency administrators with unique intake links associated with consumers working with downline agents, which can be shared with consumers as needed.

To access the Intake export, go to the Agency page and select the Exports tab. Locate the Intake tracker row and click Export from the Actions column.

Agents often need to manage several different types of follow-ups to ensure their consumers effectuate.

To access the client follow-ups export, go to the Agency page and select the Tasks tab. Select Client follow-ups from the menu, and select Export contacts list.