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My client submitted an application and received a confirmation email. However, the client does not appear on my agent dashboard. Why did this happen and am I the Agent of Record?
My client submitted an application and received a confirmation email. However, the client does not appear on my agent dashboard. Why did this happen and am I the Agent of Record?
Ricky Phipps avatar
Written by Ricky Phipps
Updated over 5 years ago

If the client was enrolled and their application is not displayed on your agent dashboard, it means that you are not attached as the Agent of Record. Below are two reasons why this might occur:

  • The client’s application was not submitted using your agent branded link

  • You were not logged in while completing the application

If you cannot locate an application in your dashboard, please contact us by phone at 888-684-1373 or by email at agent_support@healthsherpa.com with your name and NPN and the client’s application information, including primary applicant’s name and the application’s FFM ID number so that we can investigate.

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