HealthSherpa

HealthSherpa Platform Overview

Learn the basics about your HealthSherpa for Agents Dashboard

Dashboard overview

Learn about the Clients page within your HealthSherpa account

Clients page

Find all notices from the Marketplace related to this submitted application

Viewing Marketplace Notices

Learn about the Leads page within your HealthSherpa account

Leads page

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

Archiving Clients or Leads

Export additional detail about your book of business

The HealthSherpa Export Reports

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

Using your marketing link

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

What your client sees when using your marketing link

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

How to track lead sources with UTM parameters

Upload your exiting Book of Business to your HealthSherpa account

Imports

How to access your client's 1095-A form

Rachel Guo

Amber Dotson

Your Dashboard

Find answers and get help from Intercom Support and Community Experts

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