HealthSherpa

This article gives carrier partners an overview of HealthSherpa's suite of product offerings.

HealthSherpa Services

This article introduces carrier partners to the HealthSherpa White Label: what it is, how it works, and why it is a core part of your ACA distribution strategy.

Introduction to your White Label

Learn key differences between the Carrier-specific account roles

User Roles for Carrier-specific accounts

User Roles for Internal Sales and External Agent/Brokers

This article helps Carriers understand the basics and learn how to get started.

Getting Started Guide for Carrier Admins

Getting Started Guide for Marketplace Admins Users

Getting Started Guide for Carrier Insight Users

This guide is for carrier team members assigned the Support user role in HealthSherpa. It covers what the Support role gives you access to, how to log in, and how…

Getting Started Guide for Carrier Support Users

	Learn and launch with us: a platform introduction and role-based setup guides for every carrier user.

Getting Started

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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