Healthsherpa for Agencies
Modern enrollment software to help you quickly grow your business
Sign up nowA 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
850,000 lives + 18,400 brokers + 2,600 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 Casey Harmon or call 650-252-1864.
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