Healthsherpa for Agencies

Modern enrollment software to help you quickly grow your business

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A 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 agent / broker enrollment platform in the United States
1,000,000 lives + 20,000 brokers + 2,800 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


Agent tools


Everything your agents need to track and manage their book of business

Learn more

Ready to grow your business?

For more information including pricing, please email Casey Harmon or call 650-252-1864.

Schedule a demo