Track your downline in one place
Upgrade your HealthSherpa Medicare account to an Agency Account to connect with your downline agents and view their enrollments directly in your Clients tab.
ℹ️ A note for independent agents: This is built for captive (LOA) agents who report to a single upline. If you’re an independent agent, hang tight – we'll soon add a method to connect to agencies per-carrier, with more limited data shared. |
Agency accounts
To enable agency features, you'll convert your account from an Agent Account to an Agency Account. You’ll retain all existing agent capabilities (quoting, enrolling, etc).
How to convert:
Go to your Settings (the ⚙️ icon in the header)
Scroll down to Agency account conversion and click Begin conversion
Add your agency name and phone number
Click Confirm
ℹ️ Please note: After you convert to an agency account, you can only revert back with help from our Support team, and you can't then join up to another upline agency account (for now – we'll add this ability in the future). |
The Agency tab
After you convert to an agency account, you’ll see a new Agency tab in your sidebar. Here, you can:
View your join code – Share this with agents to connect their accounts to yours
See connected agents – A table of connected agents
View your agents’ Contacts
Once an agent joins your agency, you’ll gain visibility into their Contacts, right in your Clients tab, and you'll see an Agent column identifying the associated agent's name.
Qualifying contacts
Your downline agents' Contacts qualify to appear in your agency account if the Contact has one or more enrollments where:
The enrollment status is Submitted, and:
The enrollment was created or updated after the agent joined your agency, and:
The enrollment was submitted via our platform, or our link-out to the carrier.
So, enrollments that are manually added, or imported, or created/updated before the agent joined your agency do not trigger this visibility.
Contact profiles
You can view the full Contact profiles of your downline's qualifying Contacts.
Exports
When you export from your agency account, it will include downline agents' qualifying Contacts, and columns for the Agent's name.
Joining agent & agency accounts
Agents can connect to your agency using your join code. Here's how:
The agent should go to their Settings page (the ⚙️ icon in the header)
Scroll down to Join an upline agency and click Add join code
Enter the agency's 6-digit join code
Once joined: Nothing about the agent's experience in the platform is altered.
ℹ️ A note for independent agents: This is built for captive (LOA) agents who report to a single upline. If you’re an independent agent, hang tight – we'll soon add a method to connect to agencies per-carrier, with more limited data shared. |
Features coming soon
Non-captive agent:agency connections
For agents who are independent (not LOA), and want to connect to multiple uplines. This will allow you to add a join code for select carriers, to support agents who have more than one upline for their Medicare appointments.
Shared book
Grant agents access to view the Contacts of other agents who are in the same agency.
Agency reporting
Additional tools to monitor downline production.
Multiple agency admins
Grant additional users admin access to your Agency tab.
💡 Got feedback?If you have thoughts on this feature, let us know here,
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Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.