HealthSherpa

Learn the basics about the HealthSherpa Dashboard.

Dashboard overview

The Clients page displays consumers connected to the HealthSherpa account who have successfully submitted an enrollment.

Clients page

The Leads page displays consumers connected to the HealthSherpa account who have not yet submitted an enrollment.

Leads page

The Bonuses page is where agents find bonus programs & track bonus dollars.

Bonuses page

The Marketing page is home to a free, customizable marketing link designed to help agents grow their book of business.

Marketing page

The Consent page allows agents to manage consent from one central place.

Consent page

The Settings page is where agents manage key account details within the HealthSherpa account.

Settings page

Agents and agencies can export data from the HealthSherpa account.

Exporting client & lead data

Upload an exiting book of business into the HealthSherpa account.

Importing clients & leads

Archive a client or lead to hide the consumer record from the default view.

Archiving clients & leads

Switch the HealthSherpa dashboard between English & Spanish.

Change dashboard language settings

Dashboard

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