Upgrade your HealthSherpa Medicare account to an Agency Account to connect with your downline agents and view their enrollments directly in your Clients tab.

NEW: Agencies can now connect with agents in two ways, depending on the relationship:

To enable agency features, you'll convert your account from an Agent Account to an Agency Account. This adds agency capabilities, and retains all existing agent capabilities (quoting, enrolling, etc).

How to convert:

After you convert to an agency account, you’ll see a new Agency tab, where you can view a table of connected agents and view your join codes.

Every agency account gets two join codes – one for captive (LOA) Agents, and one for independent Agents. Share the appropriate code with agents to connect their accounts to yours.

Captive join codes are for captive (LOA) agents who work exclusively under one agency, and all enrollments they submit are owned by that agency. Connecting with this code gives the upline agency full visibility into all of the agent's contact records. This code is added to the agent's Settings page, as shown below:

Independent join codes are for independent agents who can work with one or multiple upline agencies. These agents own their own book of business and can add join codes on a per-carrier basis to reflect different uplines across different carriers. Connecting with this code gives the upline agency visibility into Contacts who have submitted enrollments with a carrier that the agent has joined to your agency. These codes are added on the Carriers page, as shown below:

Once an agent joins your agency, you’ll gain access into their Contacts right in your Clients and Leads lists:

An Agent column will show which agent the Contact belongs to.
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You can view the Contact profiles of your downline's qualifying Contacts, and you'll see a banner identifying which agent the Contact belongs to.

For captive (LOA) joins, you'll see all contact data.

For independent joins, only limited data is visible (name, state, zip, status, and enrollment records for joined carriers).

When you export from your agency account, it includes joined downline Contacts.

Exports will include an Agent column and indicate whether the agent is Captive or Independent.

Agents can connect to your agency using your join codes.

For captive (LOA) agents, here's how:

Once joined: the agency gains visibility into all of the agent's Contacts. The agent’s experience doesn’t change – they have full access to their own Contacts, while the agency gains read-only access.

For independent agents, here's how:

Once joined: the agency gains visibility into Contacts who have submitted enrollments with the carrier(s) that you've added join codes for. And only limited data is made visible to the agency (name, state, zip, status, and enrollment records for joined carriers).

By default, every agent account has Full Book access to their captive downline’s Contacts. They can also grant Full Book access to any captive downline agent.

View our Full Book access article.

What's the difference between a captive agent and an independent agent?

Terms can vary, but we're using the term "captive agent" to mean an agent who only has a single upline across all their carrier appointments. Typically, these agents are salaried W2, but not always. And we're using the term "independent agent" to mean an agent who may have multiple different uplines for different carriers. These agents are typically 1099 employees who receive commission directly and pay for their own leads.

Agency reporting tools

Multiple agency admins

Agency-to-agency connections

Support multi-level hierarchies by connecting one agency account to another.