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” […]
5 top ways to use the HealthSherpa Agent Export Report
If you use HealthSherpa for your ACA enrollments, you’re familiar with the client table. In addition to this top level information, agents are able to click into each client’s details […]