HealthSherpa

HealthSherpa Platform Overview

Learn the basics about your HealthSherpa for Agents Dashboard

Learn about the Clients page within your HealthSherpa account

Find all notices from the Marketplace related to this submitted application

Learn about the Leads page within your HealthSherpa account

How to archive and unarchive either a single or multiple contacts in bulk. Also, how to see archived contacts.

Export additional detail about your book of business

Learn how to use the free, customizable direct marketing link including in your HealthSherpa for Agents account

Learn about your clients' experience when using your direct marketing link

How to get contextual information about how your leads are clicking through to your HealthSherpa enrollment landing page.

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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