Agent portal overview
The agent portal at sidebarhealth.com is the workspace for licensed agents on the Sidebar platform. Access requires a Sidebar agent account.
Getting started
- Sign in at sidebarhealth.com. The Dashboard is your command center: what needs attention now, today's agenda, month-to-date production, your stores and coverage for the week, and your readiness status.
- Complete the Onboarding checklist first: profile, licensing credentials, and required training.
Daily work
- Book: browse stores, claim shifts through the Store Draft, and track your production.
- Sell: manage customer records, run Plan Search (including PlanMatch sessions with drug cost comparison), and send or record Scopes of Appointment.
- Store: order printed materials and signage for your in-store presence from the materials hub.
Staying compliant
- Account holds your profile, credentials, compliance record, and training.
- Carrier product certifications determine your ready-to-sell status per carrier and plan year; the training area tracks them alongside required modules.
- Support tickets live in the portal, so questions and issues stay attached to your account.