Use the Reporting page to track enrollments you’ve submitted through HealthSherpa Medicare.
At the top of the page, you’ll see:
Submitted enrollments: the number of qualifying enrollment applications submitted
Contacts enrolled: the number of unique Contacts with those enrollments
Use the chart and table to see how enrollment volume changes over time and break it down by carrier.
You can also filter by submitted date, effective date, carrier, plan type, plan subtype, SNP type, election period, and state.
What’s included
Reporting currently counts enrollments submitted through HealthSherpa by your individual account.
It does not include manually added, imported, or carrier-redirect enrollment records.
Archived Contacts and enrollments are still included in Reporting.
For agency accounts
Reporting currently shows only enrollments submitted by the logged-in agent. Agency-wide reporting, including downline production and agent-level breakdowns, is coming soon.
Got feedback?
This feature will evolve a lot over the coming months - if you have feedback, let us know here.
Questions? Contact support
You can chat with the AI bot anytime (in the bottom-right corner), email medicare-agents@healthsherpa.com, or call (855) 521-4984.