8,941active clients
1,037policies
22alerts today
↻Agent change detectedClient record automatically updatedLIVE
✓DMI status matchedWorkflow created for follow-upDONE
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One connected flowHealthSherpa + CRM.
HealthSherpa + CRM.
Finally connected.
Your book enters CRMDAY One and becomes action — synced records, alerts and workflows in one place.
LIVE SYNC
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HealthSherpaPortfolio · Sync active
CONNECTED3 agent changesReview accounts before the next client interaction.
7 automations completedRecords and follow-ups kept in sync automatically.
2 DMI items openTasks are already assigned to your team.