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Shared book lets selected agents in the same agency view each other’s clients & leads.
In this article we’ll cover:
Shared book access cannot be granted to agents with HealthSherpa Enrollee Assistance Full-Service account types.
Shared book at a glance
Agents who have been granted shared book access can view each other’s consumers in the Clients page & Leads page, in addition to their own.
This can be useful for agencies with a call center model, captive agents, or teams that occasionally support each other’s consumers.
Only agents who have been granted shared book access will see shared book options within the Clients page & Leads page.
Granting shared book access
Shared book access is controlled by agency administrators. To grant shared book access, agency administrators can go to the Agency page.
From the Overview tab, find the Shared book column. Select the checkbox next to each direct downline agent you want to grant shared book access.
In this example, Julio Test, Meredith Teo, and Emmy Grammy have all been granted shared book access. These agents can see each other’s clients & leads, in addition to their own.
Downline agents must have Enhanced Direct Enrollment (EDE) enabled for agency administrators to enable shared book access.
HealthSherpa sends agents an email notification when shared book access is granted or removed.
Shared book capabilities
From the HealthSherpa dashboard, go to the Clients page or the Leads page.
Viewing consumers
Viewing consumers
Agents with shared book access will have a Clients filter.
When the Clients filter is set to Shared, the agent can view shared book clients & leads, in addition to their own. Selecting Mine in the Clients filter allows the agent to view only their own clients & leads.
Creating notes
Creating notes
The Notes tab within a consumer record allows agents to save notes about interactions with the consumer over time.
Notes created by shared book agents are visible to all shared book agents.
Frequently asked questions
How does an agent know they’ve been added to or removed from shared book?
When an agent is added to or removed from shared book, HealthSherpa sends the agent an email notification.
How do exports work with shared book?
Shared book agents can export client & lead data about their own consumers, but cannot export information about shared book clients or leads.
If an agent is part of an agency and does not see export functionality, an agency administrator may have disabled exports. Work with the agency administrator with questions.
Can shared book agents edit applications or upload documents for shared book consumers?
No. Shared book is view-only to align with the Centers for Medicare & Medicaid Services (CMS) agent authorization requirement for agent-driven Affordable Care Act (ACA) enrollments. Only the writing agent on the application can edit the application, upload documents, or manage the consumer record.
What is the difference between shared book and full book?
Shared book lets selected agents view each other's clients & leads, while full book lets selected agents view the clients & leads of all direct downline agents within the agency.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Support@HealthSherpa.com, or by chat directly from your account.
For agency specific needs, contact our Agency Success team at Agency.Success@HealthSherpa.com.