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 […]
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 and see all application information. But, what if instead of looking up a specific client’s application, you wanted to search or analyze all clients who […]