This guide is for carrier team members assigned the Marketplace Admin role in HealthSherpa. It covers what the role includes, how to log in, and how to use the Marketplace Pulse reporting tools available to you.
The Marketplace Admin role is a data-only view focused on Marketplace Pulse. It does not include access to the White Label tab, Off-Exchange, or General Settings. If you need broader access, contact your HealthSherpa Account Manager to discuss whether a different role is a better fit. |
What is the Marketplace Admin role?
The Marketplace Admin role gives you visibility into how your plans are performing on the HealthSherpa Marketplace (HSMP), the multi-carrier shopping site at healthsherpa.com. With this role, you can view the Marketplace Pulse Market Share, Enrollment, and Details pages. The role does not include agent management, application access, branding, exports outside Pulse, or account settings.
Accessing your dashboard
Navigate to your carrier dashboard URL.
Production:
https://www.healthsherpa.com/carriers/[your-carrier-slug]Staging:
https://staging.healthsherpa.com/carriers/[your-carrier-slug]
Sign in with your carrier credentials.
If you have not received login credentials, reach out to your HealthSherpa Account Manager.
Once logged in, navigate to the Marketplace section in the left-hand navigation.
Your carrier slug is the unique identifier assigned to your organization during onboarding. If you are unsure of your slug, contact your HealthSherpa Account Manager. If you are signing in for the first time, you may be prompted to set up two-factor authentication (2FA). |
Navigating Marketplace Pulse
Marketplace Pulse shows your carrier's performance on HSMP relative to other carriers, down to the county service area. It includes three views:
Market Share: Your percentage of HSMP enrollments overall and by geography. Set a date range, filter by state or county, and view trends by day, week, or month.
Enrollment: Total HSMP enrollments and enrolled members for your plans, with the same filtering options.
Details: Enrollment and market share data together, broken down by state.
Marketplace Pulse reflects healthsherpa.com marketplace enrollments only. It does not include enrollments submitted through your White Label. |
Making the most of Pulse data
Pulse data refreshes on a regular cadence, so trends are most useful when viewed over weeks and months rather than single days. Common uses include tracking market share movement after rate or plan changes, comparing performance across states and counties in your footprint, and spotting counties where enrollment is growing faster than share.
Navigating Marketplace Performance
The Performance tab provides a visual report of your key performance indicators on the Marketplace, with trend data for enrollment volume and market share. Use it to spot momentum shifts and evaluate how your strategy is landing over time.
Need help?
If you run into any issues or have questions not covered here, your first stop should be the Carrier Help Center. You can also reach out to your dedicated Technical Account Manager (TAM) for account access issues, questions about your Pulse data, or article suggestions and corrections.