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

Carmen Lockhart

Amber Dotson

Zachary Ortiz

Your Dashboard

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

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