HealthSherpa Medicare is the only platform built around how your hierarchy actually works. Connections are scoped to just the right level of sharing, so your downline is comfortable connecting, and you get a fuller picture.

Agencies can build multi-level hierarchies by connecting with agents and sub-agencies in two ways:

Connect agents and sub-agencies, access realtime data, and get the downline reporting pulse you've always wanted. All with an easy self-serve setup.
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To enable agency features, convert your account from an Agent Account to an Agency Account. This adds agency capabilities while retaining all existing agent capabilities (like quoting, enrolling, etc).

How to convert:

ℹ️ Note: After you convert, you can only revert with help from our Support team.

After converting, you'll see a new Agency tab in the sidebar, where you can manage your join codes, view connected agents, and see your sub-agency hierarchy.

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

Captive join codes are for downline agents or agencies who work exclusively under one upline. Connecting with this code gives you full access to their Contact records, and can't be removed without agency approval.

Independent join codes are for downline agents or agencies who may work with multiple uplines across different carriers. These codes are added per-carrier – so downlines can add your join codes for some of their carriers, and not others. And the downline can remove these join codes whenever they like.

To see how to join to your upline, see our Connecting to an upline agency article.

If you have one or more sub-agencies connected in your downline, you'll see a Sub-agencies table on the Agency tab. This shows a hierarchical tree of every sub-agency joined under you – including sub-agencies of sub-agencies – so you can see your full downline structure at a glance.

Each row shows the sub-agency's name, join type (Captive or Independent, relative to their immediate parent agency), and join date.

The Agents table lists every agent connected across your downline – including agents under your sub-agencies. The Parent Agency column here describes their relationship to the agency they're in.

You access qualifying Contacts at varied access levels depending on connection.

Once agents or sub-agencies join your agency, you'll gain access to their qualifying Contacts, visible right in your Contacts list, and via your Export.

For captive connections, you qualify for access to every Contact record, with all fields and data visible.

For independent connections, you qualify for Contacts who have a submitted enrollment for a carrier you're connected on – but only enrollments submitted while the connection was active. Enrollments submitted before they connected, or after they disconnected, won't be visible. However, once you've earned visibility into a Contact, you keep it – even if the join code is later removed.

The level of access you get to each qualifying Contact depends on the connection type and your role:

Full data (captive connections) includes everything – details, enrollments, drugs, providers, pharmacies, SOAs, Intakes, Quotes, Notes, and more. This data is live, so you'll always see the most current version.

Limited data (independent connections) includes the Contact's name, state, and zip, the enrolling agent's information, and full enrollment details. This data is a snapshot captured at the time of enrollment submission – it won't change if the agent later edits the contact. Think of it like a receipt.

By default, every Agency Admin has Full Book access to their captive downline's Contacts. Agency admins can also grant Full Book access to direct captive agents.

View our Full Book access article →