Account type
Call rep — unlicensed. Works the lead board , and clients and renewals
at a broker’s visibility, with messages, email, phone, team chat, the calendar and
Appointments; logged full-Social reveals on leads. Quotes plans and sends the
consumer application link while Admin › Team allows it (on by default), and never
submits an application. No HealthSherpa desk tool, no My renewals (those need a licence),
no money screens.Broker — licensed. Works the lead board with logged full-Social
reveals , and gets their own credentials record. No money dashboards.
Needs their NPN below.Admin — everything, including imports, all client data and the SSN
log. Owners only.
