HealthSherpa

Healthcare management plans for ACA organizations

4,9 /5 (63 reviews) Write a Review!

HealthSherpa Overview

What is HealthSherpa?

HealthSherpa is a cloud-based platform designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

HealthSherpa aGllows users to generate quotes, estimate subsidies, view and compare healthcare plans from multiple carriers in a specific area, and search details about prescriptions and providers on a unified portal. The built-in application management functionality lets administrators submit new requests and add or update member information like first and last name, date of birth, social security number, income, and more. Agents can also organize leads and clients, monitor the status of documents along with payments, and view existing applications in the marketplace.

HealthSherpa allows enterprises to upload documents, send payments to binders, and modify plans. Organizations can also design personalized websites with custom logos, themes, and colors to facilitate self-enrollment and establish brand identity with clients.

HealthSherpa Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Free
Subscription
Value for money

Contact HealthSherpa for pricing details.


HealthSherpa Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English, Spanish

Media

HealthSherpa lead tracking
HealthSherpa bulk email
HealthSherpa referral management
HealthSherpa health plans search
HealthSherpa agency details
HealthSherpa screenshot: HealthSherpa lead tracking HealthSherpa screenshot: HealthSherpa bulk email HealthSherpa screenshot: HealthSherpa referral management HealthSherpa screenshot: HealthSherpa health plans search HealthSherpa screenshot: HealthSherpa agency details

HealthSherpa Reviews

HealthSherpa Reviews

Overall rating
4,9
/
5
Excellent
54

Very good
9

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
4,8
Ease of Use
4,8
Customer Support
4,6
100% recommended this app
Regina D.

Great product for newbies

Working on removing duplication. Had issues in the past with importing clients but that has been resolved.


Sheron S.

Health Sherpa My ACA Enrollment Dream Come True

I first heard about Health Sherpa in 2014 when Maryland Health Connection was having major issues. I emailed [SENSITIVE CONTENT HIDDEN] letting them know I would love to have a platform like their for agent ACA enrollment. I signed up as soon as they went public. All web brokers had issues in the beginning but Health Sherpa in the end is the one I stuck with and will be with to the end. The team has always been responsive to my needs. They have been consistent from the begining and now have a product that in my opinion is second to none. I highly recommend Health Sherpa to all ACA agents. Throught their referral programs Health Sherpa has designed a platform that is mutually beneficial to both them and the agents and offer enrollments on their platform free of charge with no per application fees.


Joyce S.

Health Sherpa Review


Lisa W.

Saves so much time

Before I heard about Health Sherpa I helped clients create a healcare.gov personal login. Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password. Often needing to wait more than 24 hours, which meant I had to set a appointment with the client again for a different date.
This system gives me the ability to use my own agent login to the Marketplace and assist clients more reliably.


Kim D.

Best Thing Since Sliced Bread

This has been a game changer in my business. I can sign a person up in 1/3 the time and all the information is saved for me to see at any time. I can help any client with any issue with the click of a button. This is a MUST have for any independent contractor.


Regina D.
Industry: Insurance
Company size: Self Employed

Great product for newbies

Used Weekly for 1+ year
Reviewed on 2020/11/19
Review Source: Capterra

Working on removing duplication. Had issues in the past with importing clients but that has been resolved.

Pros

When starting out in the Marketplace, this is THE go to product for newbies! Easy to use and direct access are fantastic.

Cons

Difficult to manage your clients especially when the client is a shopper and changes their choices. This creates duplications that are impossible to remove.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sheron S.
Industry: Insurance
Company size: Self Employed

Health Sherpa My ACA Enrollment Dream Come True

Used Other for 2+ years
Reviewed on 2020/11/23
Review Source: Capterra

I first heard about Health Sherpa in 2014 when Maryland Health Connection was having major issues. I emailed [SENSITIVE CONTENT HIDDEN] letting them know I would love to have a platform like their for agent ACA enrollment. I signed up as soon as they went public. All web brokers had issues in the beginning but Health Sherpa in the end is the one I stuck with and will be with to the end. The team has always been responsive to my needs. They have been consistent from the begining and now have a product that in my opinion is second to none. I highly recommend Health Sherpa to all ACA agents. Throught their referral programs Health Sherpa has designed a platform that is mutually beneficial to both them and the agents and offer enrollments on their platform free of charge with no per application fees.

Pros

Free for agents to use. The ease if use. The speed of the application process. Very easy client management. One stop shop access to all client documents. Real time updates on acceptance of required documents and payment on client accounts. Instant emails with payment options sent to client with agent cc'd to the message. Perfect ACA CRM. Client facing enrollment links for client self enrollment

Cons

The print option needs improvement. The print layout is not eye catching.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Joyce S.
Industry: Insurance
Company size: 11-50 Employees

Health Sherpa Review

Used Daily for 1-5 months
Reviewed on 2020/11/16
Review Source: Capterra

Pros

It allows us as agents to have all our clients in one area and be able to help them with our log in instead of having them log in with us guiding them through the process.

Cons

It does not allow us to split a household into 2 groups at the end of the application.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Lisa W.
Industry: Insurance
Company size: 2-10 Employees

Saves so much time

Used Daily for 2+ years
Reviewed on 2020/11/22
Review Source: Capterra

Before I heard about Health Sherpa I helped clients create a healcare.gov personal login. Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password. Often needing to wait more than 24 hours, which meant I had to set a appointment with the client again for a different date.
This system gives me the ability to use my own agent login to the Marketplace and assist clients more reliably.

Pros

I like the ability to assist clients by picking up an application they already submitted and can update the changes for them at their request.
This application process saves me so much time.
I am glad the ability to add dental plans was added to the dashboard.
I love the dashboard where when I client calls I can quickly and securely tell the client about their plan.

Cons

I cannot split family members into different plans. Often 1 family member uses the insurance more than the rest of the family, so it would help keep the overall monthly premium if we could put the clients into different plans.
I wish Health Sherpa was more mobile freindly.
I often get errors when transferring from the Marketplace to Health Sherpa especially after I have updated a current year plan.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Kim D.
Industry: Insurance
Company size: Self Employed

Best Thing Since Sliced Bread

Used Daily for 2+ years
Reviewed on 2020/11/25
Review Source: Capterra

This has been a game changer in my business. I can sign a person up in 1/3 the time and all the information is saved for me to see at any time. I can help any client with any issue with the click of a button. This is a MUST have for any independent contractor.

Pros

Health Sherpa is a time and money saver for anyone who regularly helps people with insurance. This platform comes ready to use with little effort on my part. Its simplicity is what makes it so great. I enter my states and contracts, Sherpa does the rest. I can sign anyone up if I have a license for that state.
I get paid for any policy, either through the carrier or through Health Sherpa. I keep all clients and retain all rights to them. Easy !

Cons

This software can only work at its peak if the systems it connects to are operating. For example, when the Marketplace goes down, Health Sherpa has to hold your application until the Marketplace fixes itself.
This is usually not a big deal and inconvenience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9,7/10
Based on 63 user ratings
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HealthSherpa Pricing

HealthSherpa Pricing

Starting from
N/A
Free Trial
Free
Subscription
Value for money

Contact HealthSherpa for pricing details.

Contact HealthSherpa for pricing details.

Value for Money
5/5
Based on 63 user ratings
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HealthSherpa Features

HealthSherpa Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,8/5
Based on 63 user ratings
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Categories

Additional information for HealthSherpa

Additional information for HealthSherpa

Key features of HealthSherpa

  • Contact Management
  • Document Management
  • Quote Management

HealthSherpa FAQs

HealthSherpa FAQs

Below are some frequently asked questions for HealthSherpa.

Q. What type of pricing plans does HealthSherpa offer?

HealthSherpa offers the following pricing plans:

Pricing model: Free, Subscription

Free Trial: Available

Contact HealthSherpa for pricing details.

Q. What are the main features of HealthSherpa?

HealthSherpa offers the following features:

  • Contact Management
  • Document Management
  • Quote Management

Q. Who are the typical users of HealthSherpa?

HealthSherpa has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does HealthSherpa support?

HealthSherpa supports the following languages:

English, Spanish

Q. What type of pricing plans does HealthSherpa offer?

HealthSherpa has the following pricing plans:

Free, Subscription

Q. Does HealthSherpa support mobile devices?

We do not have any information about what devices HealthSherpa supports

Q. What other apps does HealthSherpa integrate with?

We do not have any information about what integrations HealthSherpa has

Q. What level of support does HealthSherpa offer?

HealthSherpa offers the following support options:

Phone Support, Online Support, FAQs