HealthSherpa

Agency accounts on HealthSherpa let agents link accounts together, and give agency administrators visibility and control over their downline.

Agency accounts

The Agency page gives agency administrators tools to manage the agency hierarchy in one place.

Agency page

Administrators can view & manage downline agents and sub-agencies.

Managing the agency downline

This checklist walks agency administrators through the key steps to get set up on HealthSherpa. Completing each step helps ensure a smooth start with ACA enrollments.

Agency onboarding checklist

Administrators can grant agents access to each other’s clients & leads using shared book.

Shared book

Administrators can grant agents access to the agency's clients & leads using full book.

Full book

Primary administrators can grant administrator access to other agents in the agency.

Administrator access

Administrators can let agents share NPNs within the agency.

NPN override

Administrators can refresh data syncs between Marketplace applications and HealthSherpa.

Application sync

Administrators can customize email settings for direct downline agents.

Email customization

Administrators can choose to have bonus dollars paid at the agency level.

Agency payouts

Administrator tools

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