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Settings

Jeff Kriege avatar
Written by Jeff Kriege
Updated over 5 months ago

The Settings page allows you to update the personal details, account information, and preferences associated with your account.

You may access your account Settings page from the gear icon located in the top right corner of your dashboard.

Basic settings

From the Settings page, you can edit your personal details, email address, password, and 2-factor settings as needed. Be sure to select the 'Update [item]' button to save any changes made.

Shopping preferences

Tired of checking the same filters with each new shopping session? These plan shopping settings let you choose from a list of filters to be set by default. Each shopping session will start off with these filters set, but you can always adjust or reset them anytime during the shopping session.

CA license

If you plan to write in California and are licensed to do so, you'll need to add your California License Number. We’ll display this number on the two consumer-facing emails (eSignature email, confirmation email), as required by California law.


Questions? Contact support

Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.


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