This guide is for carrier team members assigned the Insights user role in HealthSherpa. It covers what the Insights role provides access to, how to log in, and how to navigate the data and reporting tools available to you.
The Insights role is a read-only, data-focused role. It does not provide access to agent management, application editing, branding changes, or account settings. If you need a broader level of access, contact your HealthSherpa Account Manager. |
What is the Insights role?
The Insights role is designed for carrier staff who focus on branding, performance data, and reporting, such as marketing teams and leadership tracking trends, without needing hands-on access to agent records or application workflows. With the Insights role, you can:
View White Label performance metrics on the Overview tab (Enrollments, Leads, Gross Annual Premium), including exports
View on-exchange applications submitted through your White Label (read-only)
View your Branding configuration (view only, no editing)
View and export Off-Exchange configurations and SEP rules, if off-exchange is enabled for your carrier
View Marketplace Pulse, including the Market Share, Enrollment, and Details tabs, with export access
The Insights role does not include editing applications, managing agents, changing branding, or accessing payment redirect, user role management, or plan loading features.
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, you will land on the Overview tab of the White Label section.
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. First-time sign-ins may be prompted to set up two-factor authentication (2FA). |
Navigating your dashboard
White Label: Overview
View high-level performance metrics for your carrier's White Label, including total Enrollments, total Leads, and Gross Annual Premium. You can filter data by day, week, or month. Available exports include Leads, Enrollments, Follow-ups, and Off-Exchange Applications (if applicable).
White Label: Applications
View all on-exchange and off-exchange applications submitted through your White Label. Click any applicant's name to view their full Client Dashboard. This view is read-only for Insights users; you cannot edit application or client information.
White Label: Branding
View your White Label's current branding configuration, including colors and logo. Insights users cannot make edits to branding.
Marketplace: Pulse
Marketplace Pulse gives you visibility into how your plans perform on the broader HealthSherpa Marketplace (HSMP), separate from your White Label. Pulse includes:
Market Share: Your percentage of HSMP enrollments overall and by state. Filter by state, county, and date range, and view by day, week, or month.
Enrollment: Total HSMP enrollments and enrolled members, with the same filtering options.
Details: Enrollment and market share data together, broken down by state.
Exports from Marketplace Pulse are available to Insights users.
Marketplace Pulse reflects HSMP enrollments only, not enrollments through your White Label. |
Off-Exchange (if enabled)
If your carrier has off-exchange enabled, you can view Off-Exchange applications and configuration settings, including SEP rules, and export SEP rule data.
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 carrier's data or configuration, or article suggestions and corrections.