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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 over a week ago

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.


April 18, 2024

Updated agency admin experience

To help agency admins clearly understand their agency and any downlines, HealthSherpa has updated the Agency page. Admins will now see tabs - Overview, Insights, and NPN override - to get a detailed sense of how their agency is performing and operating.

Be sure to check out the dedicated NPN override tab - though HealthSherpa hasn't changed any agency admin's configuration, now is a great time to cleanup your NPN overrides and ensure your list is correct for your agents and downline agents.

Check out the brief training video here!


April 8, 2024

Dedicated agent home page

HealthSherpa has launched a new agent home page! This page is dedicated to providing users with relevant notifications, news, reports, and helpful resources.

Be sure to check it out on a regular basis to ensure you're not missing any important information or insights about your account and the HealthSherpa product.


April 2, 2024

Doctor & drug persistence in shopping

To help agents and consumers easily find the right plan, doctor and drug selections previously entered in the left hand filter of the plan list will now persist across shopping experiences.

If an agent or consumer resumes shopping after completing an application, any previously entered doctor and drug selections will now persist in the left hand filter of the plan list. The same is true if an agent or consumer changes or renews a plan with an existing client.


April 2, 2024

Notes tab

Now, HealthSherpa agents can access a Notes tab from the Client details and Lead details pages. This tab has been pre-filled with notes previously written on application records.

Our hope is that agents can use this feature to capture notes about leads and clients over the course of many Special Enrollment Period and Open Enrollment Period interactions.


March 19, 2024

Household profile

HealthSherpa agent accounts now have access to a Household profile tab. It is accessible from the Client details page.

This tab pulls together application records on the HealthSherpa platform by email and phone number. Information that can be accessed on the household profile tab includes primary client contact information, a list of household members, and a list of applications associated with that client household.

To learn more, read our FAQ here.


March 12th, 2024

Improved delivery of large exports

To ensure large exports get delivered, HealthSherpa will be breaking them up and sending them in batches.

This will help our large agency partners in particular receive their data in a timely manner.


March 4th, 2024

Flagging high risk clients

HealthSherpa has released a high risk client alert to inform agents when a client might be working with multiple agents.

When searching for a consumer on the Marketplace, HealthSherpa's algorithm will determine whether the client is likely to have been submitted by another agent, and will display a banner informing you if a client is deemed high risk.

Click here to learn more about this feature.


February 23rd, 2024

New columns added to the clients export

HealthSherpa has added the following new columns to the clients export:

  • health_premium: the specific health premium amount

  • dental_premium: the specific dental premium amount

  • dental_policy_aor: the AOR on the dental policy (if present)

Learn more about our exports here.


February 20th, 2024

Alert indicators added to clients list tabs

To help agents flag new clients that have outstanding documents, an AOR at risk status, or EDE revoked, HealthSherpa has added alerts.

These alert indicators will give counts of new records in each tab since the agent last visited the list.


February 15th, 2024

New agency insights metrics

We've added additional agency metrics to the Insights page for agency admins.

These new metrics add the following information for your agency:

  • Total number of applications submitted

  • Total sum of gross premium

  • Total lives affected through enrollments

  • Percent of applications submitted using EDE


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 the admin's agency, and any downline agencies. 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.


Older changes

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