HealthSherpa

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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