Healthsherpa for Agencies
Modern enrollment software to help you quickly grow your business
Create your agencyA technology-driven enrollment solution that helps agencies manage, develop, and defend their market share. Our powerful tools help your agency easily enroll clients in marketplace health insurance.
Agency features
- Rollup agency reporting
- Individual agent reporting
- Easy agent onboarding and account setup
Agent features
- Eligibility determination
- Shopping and enrollment
- Seamless renewals
- Book of business reporting
- Lead tracking and management
- Marketing tools
- Branded client dashboard
Client features
- Quoting and enrollment
- Seamless renewals
- Free dashboard
We are the largest private agent / broker enrollment platform in the United States
1,200,000 lives + 24,000 brokers + 3,500 agencies
Why use our software?
Outside of our world-class quoting and enrollment software, we offer additional features designed specifically for agencies.
Marketing tools
Your clients can get quotes and effortlessly self-enroll through your branded site where you are the agent of record.
Reporting
- Reporting at the agency, agent, and client level
- Enrollment counts, drop offs, and leads
- Filters and exports
Manage agents
Easily manage and track your agents from your agency dashboard
Ready to grow your business?
For more information including pricing, please email us at agency_sales@healthsherpa.com or call us 650-252-1864.
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