The HealthSherpa Client Renewal Process

 How to Renew Your Clients Through HealthSherpa

You can start your renewal process on your dashboard by going into your "Clients" tab, searching for your client, and clicking the "Renew" button to the right of their name.


The application will be pre-filled. To complete the renewal, you will simply click through the application, make any updates that are needed, choose a plan, and submit your renewal. 

Not yet contracted with Health Sherpa? Visit Agility Insurance Services to learn how!

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