Here's a running list of improvements and updates to the HealthSherpa Agent product. If you ever want to get back here, just click the little question mark icon in the top header of your Agent Dashboard.
May 20, 2025
Easily send consumers a link to upload DMI/SVI documents
Agents can now send the DMI/SVI document upload email to consumers or copy their unique upload link from multiple locations:
Client Details page (Follow-Ups tab)
Documents Due tab (Actions dropdown)
Client List (Actions dropdown)
This update makes it easier to request required documents and guide consumers through the upload process—no matter where you're working from. It supports faster document collection and helps move applications toward enrollment and effectuation more efficiently.
May 19, 2025
Additions to the follow-ups section
New items may now appear in the follow-ups section at the top of your client details screen. These include follow-ups related to the Invalid action error, like if your client needs to click their resume link or complete their identity verification. Look for more additions coming to this section soon.
May 15, 2025
Enhanced Invalid Action statuses in exports and task views
We’ve enhanced Invalid Action quick exports and task views to better reflect how an application was submitted—whether through the consumer resume link or another method.
Now, when an application is submitted using methods other than the resume link, the task will show “Complete: Application submitted” instead of “Complete: Application submitted by consumer.”
This update provides a more accurate view of application progress and helps ensure you know exactly where things stand at a glance.
May 14, 2025
Agency Tasks
HealthSherpa made updates to agency insights to make it easier to find clients that need additional action. We created a new ‘tasks’ tab in Agency Insights. This tab has lists of clients with renewal risks or invalid action records.
We also added navigation from the renewals risks pie charts. Clicking on specific sections of the renewals pie chart will take you to a pre-filtered renewals task list.
May 14, 2025
Renewals task view updates
HealthSherpa has added additional functionality to the renewals task view that makes it easier to find clients with renewal risks for their upcoming renewal.
KPI card filters: KPI cards that summarize the number of enrollments that fit each renewal status. When clicked these cards will filter the list of renewals by that status.
Plan year filters: Filter the list of renewals by plan year to see the result from previous years and plan ahead for this year
Additional renewal factors: view all renewal factors here
Tooltips: Hover over each renewal risk to see a clear description of the issue and why it matters
Search: type in the name of a client to quickly view their renewal risks and status
May 12, 2025
New SEP Verification Issue (SVI) export
Use the SEP Verification Issue (SVI) export to understand outstanding SVIs across your book of business. Agents can find this export on the Export tab, while Agency Admins can find it in their Agency tab.
Columns present in both the Agent and Agency Admin SVI exports
Column name | Description | Example | Data type |
Application Submission Date | Date application was last submitted on HS If Blank = possibly due to an application that was searched and claimed, not submitted. | 12/22/2024 | MM/DD/YYYY |
Application FFM ID | FFM ID (found within the coverage card and application history) | 4390130269 | String |
SVI Type | The type of data matching issue that has occurred | citizenship | String |
SVI Status | The SVI’s status | Action needed | String |
Due date | Deadline to resolve the SVI | 12/22/2024 | MM/DD/YYYY |
Client Details URL | Link to the client's detail card within the agent HealthSherpa dashboard. Log into HealthSherpa prior to selecting this URL | URL | |
Plan Year | Application plan year | 2024 | YYYY |
Columns present in the Agency Admin SVI export only
Column name | Description | Example | Data type |
Agent Name | Writing agent/agent who searched and claimed the application | Firstname Lastname | String |
Agency Name | Name of the agency the account is associated with. This could be the primary parent agency if the account is a direct downline account, or the name of a sub-agency | HealthSherpa Agency | String |
May 8, 2025
New resolved DMI status: "Closed"
CMS has provided new guidance for DMIs that reach a status where they are no longer relevant. Previously these were often "stuck in processing" or didn't show as that status had no guidance for what it meant.
Closed DMIs have been marked so by CMS for factors such as: submission of documents that resolved it by means of another DMI resolution, updates in another platform, addition of information to the application that resolve it or trigger a newer DMI with new expirations, etc. These DMIs therefor no longer need action and can be considered as resolved.
To see these Closed DMIs, on client details' pages select show Closed, and select Hide to remove them again. These statuses do not trigger emails, are not included in exports, and do not indicate action on this table or any task views.
May 2, 2025
Agency Admin Invalid Action error tracker
Now, agency admins can access an Invalid Action error tracker tab that aggregates invalid action records by their own agency and downlines!
The tab tracks where each consumer is in the Invalid Action process. At-a-glance, know if consumers have clicked the resume link, verified their identity, created an account, or completed their enrollment. There is also 3-way call status information.
April 14, 2025
Simplified consent collection via SMS
Requesting consent via text no longer requires a two-step opt-in process.
We will send the consent link directly to the phone number you enter, reducing the difficulty of gathering important information from your clients.
April 10, 2025
Quick search and claim button
HealthSherpa has added a "Quick search & claim" button to the client details.
When clicked, the agent will be routed to the "Search Marketplace" page with the primary applicant's name, date of birth, and coverage state pre-filled.
April 10, 2025
DMI follow-ups export moved
The DMI follow-ups export has moved to the Exports page.
If you want to learn more about this export, click here.
April 8, 2025
"Skip to the end" after editing Income
While editing the Income section of an existing enrollment, an option below "Continue" will appear to "Skip to the end". Choosing this will allow the editor to advance to the application summary page titled "Review" in the beginning of the Finalize section. This allows the editing agent to compliantly go through all pre-submission requirements for a change in circumstance, while quickly affirming that all other answers on the application have not changed without clicking each individual page.
April 7, 2025
Enrollee Assistance Program (EAP) Page Enhancements
The Enrollee Assistance Program (EAP) has a new page design, including sub-tabs within the page, as well as additional help resources.
The page will change based on the user's settings and state in the program, including whether or not the program is turned on as well as if someone has done their first EAP enrollment.
Videos, help articles, and FAQs are all available via the How to get paid tab as well as Help resources tab.
This is an Overview page of a first-time user who is setting up the program and awaiting their first EAP enrollment.
The 'How to get paid' tab, available with multiple videos on the key program requirements to complete a successful enrollment.
The 'Help resources' tab has a one-minute overview video, links to important EAP articles, as well as a list of frequently asked questions.
The 'Carrier Settings' page now has an alert at the top based on if the EAP program is turned on or off.
April 4, 2025
Enrollment export emails include configurations
Enrollment export emails now include the configurations at the time of export generation to help agents keep track of various exports.
April 2, 2025
Agency settings have moved to the Agency page
Agency admins can now found their agency-related settings in the agency page.
The settings tab contains basic agency info, agency-level email configurations, and upline affiliation.
These were previously located on the agency admin's individual settings page.
April 2, 2025
Add a note when archiving clients and leads
An optional note field has been added to the archive confirmation box.
This input will be seen on the client's notes tab for future reference.
Agents can use this to better keep track of their archived clients over time.
Mar 27, 2025
Medicare Referrals - Payout Summaries
Agents can now see a summary of their Medicare referral payouts, which is available via the Bonus page and then Medicare Referral tab. Scroll down to the bottom to see the payout details.
To join the Medicare referrals program, you can also visit this tab to join and get your Medicare-specific phone number.
Note that only successfully completed payments will be on this page.
Mar 26, 2025
Invalid Action Resume Link - Enhanced ID-verification options for consumers
There are two new enhancements to the ID-verification (“prove your identity”) step of the Invalid Action resume link. For a more detailed walkthrough, check out our support article.
“Try uploading your ID instead”
After a consumer enters their data on the “Verify your identity” screen, they will see the usual questions from Experian. On the bottom of that page, they will also see an option to “Try uploading your ID instead”.
Consumers who select “Try uploading your ID instead” will be taken through a process to upload a photo of their ID and take a selfie with their device camera.
“Call Experian to verify your identity”
Sometimes, Experian will give a consumer the option to call and verify their identity over the phone. If they want to call Experian, they should keep their browser window open, complete the call, and return to the browser. Another option would be to “Upload documents instead”.
Mar 21, 2025
CR86 - New Medicare starting soon question
After adding all members to the application, a new question will appear asking if any of these members have Medicare starting soon. The FFM has required this be asked of all persons applying for coverage across all EDE platforms. Upon answering, this member will be setup for a future Marketplace coverage termination, as they are transitioning to Medicare (Part A or C) and no longer eligible for a subsidy on Marketplace coverage. This can be done up to three months in advance of Medicare coverage starting, and replaces the need to contact the Marketplace to terminate coverage.
This question should be skipped by anyone without Medicare coverage starting soon.
Mar 20, 2025
Copy to clipboard at sign & submit
You can now select an icon for "copy to clipboard" of your client's name at sign & submit to prevent any errors in typing.
March 20, 2025
Invalid Action error tracker tab on the Clients page
Now, agents can use the Invalid Action error tracker tab on the Clients page to track where each consumer is in the Invalid Action process. At-a-glance, know if consumers have clicked the resume link, verified their identity, created an account, or completed their enrollment. There is also 3-way call status information.
March 6, 2025
Search by Name - Enrollee Assistance Program
Search by client name is now available on the Enrollee Assistance Program (EAP) page within Bonus tab.
February 25, 2025
Agent Consent Notifications
Agents will now be notified via email after a consumer has submitted consent via HealthSherpa's digital consent tools (both email and SMS).
If an agent wishes to turn off consent email updates, they can do so in settings, under Consent update emails section.
February 21, 2025
New Consent Library
The new consent library allows you to manage it all in one central location!
You can view and download when necessary. HealthSherpa will securely store it compliantly. You can easily find what you need by searching by plan year, status, name & email.
Additionally, you will be able to collect consent even before the application process. This allows you to keep track of your documents for leads or get organized before you the application.
Read more about our entire consent management features here
January 29, 2025
Share this quick video on how to complete an Invalid Action enrollment with your consumers
Watch this 90-second clip and share it with your consumers and members of your team.
This video is also available on our agent-facing resume link FAQ and the consumer-facing FAQ.
January 29, 2025
Enroll consumers more smoothly via the updated invalid action error resume link
We’ve made visual improvements to the resume link process consumers use to complete enrollments after CMS triggers an invalid action error. Now, consumers will see simpler, more useful information about how to complete their enrollment. The page will also apply the agent or agency brand colors you choose on HealthSherpa.
Learn more about the Invalid Action resume link process here.
January 29, 2025
Track each step of consumer progress on Invalid Action error enrollments and verify Policy AOR
Now, both the agent and agency admin versions of the Invalid Action Tracking exports have a Policy AOR field when we detect client submission of an application via the resume link or a three-way call. Use the Policy AOR field to confirm that the AOR attached to a policy is what you expect.
Other notable fields include the progress of your consumer in the resume link enrollment process, FFM application ID, the Invalid Action Resume Link URL, a timestamp of the consumer's most recent activity, and more.