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What's New: Product Update Log
What's New: Product Update Log

Stay up to date on the latest improvements

Jeff Kriege avatar
Written by Jeff Kriege
Updated this week

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.


February 12th, 2024

Digital option for Enrollment Review form

HealthSherpa has released a new ability to request a digital copy of enrollment review with clients via email.

Consent regulations do require that application answers, plan information, and attestations be not only discussed with clients but also documented as to what was discussed. Agents will now be able to email a secure request for client signature on all things necessary to meet this requirement. Agents will be able to choose to send the email request and provide a secure code for the client to access their information. This document then populates in the agent dashboard for retention purposes.


February 5th, 2024

Documents due and EDE access revoked tabs

HealthSherpa agent accounts now have access to a Documents due tab and an EDE access revoked tab in the Clients page.

The Documents due tab lists the Client Name, number of outstanding documents for that client, status, when this information was last synced, as well as the earliest deadline for the documents that are due.

The EDE access revoked tab lists the names of clients for whom EDE access has been lost.


January 25th, 2024

At-risk AOR tab

HealthSherpa agent accounts now have access to an At-Risk AOR tab in the Clients page. The tab lists the Client Name, Federal Exchange ID, and the date this information was last synced (Last Synced At).

For more information about the At-Risk AOR tab, read this support article.


January 11th, 2024

Digital initial Consent email option

HealthSherpa has released a new ability to request a digital copy of initial consent with clients via email.

Consent regulations do require that consent be gathered before you begin an application; if you would like to supplement that with a digital form at our privacy statement, you may do so by selecting "Email digital consent form to my client". This will send a link to an email address you enter to collect consent and store it in your dashboard.


January 9th, 2024

Export History

Agents and agency admins now have access to their exports history in the exports tab.

This will allow agents to access and re-download previously generated exports. They can also see when the export was requested, its type, and its status.

If an agent does not have access to the Exports tab, check with your agency admin to see if exports have been inadvertently disabled for the agency.


January 9th, 2024

Payouts awaiting consent upload Export

HealthSherpa has released a new export for agency admins - Payouts awaiting consent upload.

This report contains referral enrollments that need consent before payout can be administered for an agency. Agency admins can use this report to follow-up with their agents to ensure the proper consent documentation is obtained for the referral.


January 3rd, 2024

Agents can filter clients by age

To assist with finding clients that are aging into Medicare or aging out of parent's coverage, HealthSherpha has added a date filter to the client dashboard.

Using this filter will identify clients on an enrollment that are turning either 26 or 65 in the next 6 months.


December 29th, 2023

Agent and Agency EDE Permission Revoked Export

Agents and agency admins can now access the EDE permission revoked export on their Exports tab.

This export is intended to help agents and agencies proactively identify any current plan year enrollments within their book of business where they do not have EDE permission, and their agent of record (AOR) status may be at risk.

Learn more here.


December 28th, 2023

Agency AOR at-risk clients export

Agency admins now have access to an agency version of the AOR at-risk clients export.

This export is accessible on the "Exports" tab, and flags any client where the AOR status is at risk for the admin's agency and downline agencies.

Learn more here.


December 19th, 2023

Anonymous Quote

Agents working with an existing Lead can now choose to share a link that doesn't require the recipient to log in to view it. This can help avoid having to walk prospects through. the login and access process, streamlining conversations.

Note: this means that the consumer's activity will not be tracked or associated with the existing lead or application belonging to the Agent - new records will be associated with the Agent once the consumer takes an action such as starting an application.


Older changes

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