HealthSherpa

This article explains agency accounts on HealthSherpa.

Agency accounts

Learn more about the tools, training and support available to agencies with a HealthSherpa for Agents account.

Agency Resource Guide

Follow these steps to get the most out of your new HealthSherpa for Agents account.

Agency Onboarding Checklist

Use this feature to give Admin-level permissions and access to other agents in your downline.

Multiple Admin Accounts

Let your agents use other NPNs from your agency

NPN override

Let agents in your agency access each other's clients and leads

Shared Book

Let agents in your agency access your agency-wide list of clients and leads

Full Book

Agencies can opt to have all bonus payouts paid out at the agency level instead of the agent level.

Setting Up Agency Payouts (Agency JMA)

As an agency administrator quickly sync an application from CMS using our new dedicated Agency sync list.

Application Sync

Esta guía tiene más información sobre herramientas, capacitación y asistencia para agencias con una cuenta de HealthSherpa para agentes.

Guía de recursos para agencias

Esta lista le ayudará a familiarizarse con la nueva cuenta de HealthSherpa para agentes.

Pasos para la incorporación de Agencias

Emily Duffee

Amber Dotson

Jeff Kriege

Agency

Find answers and get help from Intercom Support and Community Experts

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