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Where can I track all of my client enrollments?
Where can I track all of my client enrollments?
Ricky Phipps avatar
Written by Ricky Phipps
Updated over a week ago

You can track your enrollments in your HealthSherpa agent dashboard under the Clients tab. This will show your full book of business enrolled through your HealthSherpa dashboard with visibility into client and plan information as well as application status updates.

Our site also allows you to import your existing book of business onto your agent dashboard, or export your full list of clients whenever necessary. 

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