You can easily export your Book of Business from your HealthSherpa Medicare account to a CSV spreadsheet.
How to export
To export your client list, click the Export link at the top right of your Clients page.
To export your lead list, click the Export link at the top right of your Leads page.
The CSV spreadsheet file will immediately download.
Export fields
The export contains these fields:
first_name
middle_name
last_name
birth_date
type
address
address 2
city
state
zip
phone
email
medicare_number
part_a_effective
part_b_effective
medicaid_eligible
medicaid_number
extra_help
status
sex
note_1
note_2
note_3
soa_status
soa_beneficiary_signed_date
We'll update this feature over time, so submit feedback here |
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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