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HealthSherpa Logo

Healthcare management plans for ACA organizations

Table of Contents

HealthSherpa - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

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.

Starting price

Free

Alternatives

with better value for money

HealthSherpa’s user interface

Ease of use rating:

HealthSherpa pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(1)
3-4(18)
5(86)

What do users say about HealthSherpa?

Users report HealthSherpa makes managing client enrollments and updates straightforward, with all client information accessible in one place. They find it easy to track applications, upload documents, and assist clients efficiently, though some mention occasional system errors and limitations compared to healthcare.gov. They appreciate the time-saving features and streamlined processes, which help them serve clients quickly and reliably.

Reviewers indicate the platform is user-friendly, with a simple interface and clear navigation that reduces the complexity of health insurance enrollment. They feel customer support is responsive and helpful, making it easier to resolve issues and complete tasks.

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Who uses HealthSherpa?

Based on 105 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Financial Services
Health, Wellness and Fitness
Individual & Family Services
Others

Use cases

Insurance

HealthSherpa's key features

Most critical features, based on insights from HealthSherpa users:

Insurance policy management

All HealthSherpa features

Features rating:

Activity dashboard
API
Contact management
For insurance industry
Lead management
Quotes/Estimates
Sales pipeline management
Third-Party integrations

HealthSherpa alternatives

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Free version
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Customer Support

HealthSherpa pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about HealthSherpa price and value

Value for money rating:

To see what individual users think of HealthSherpa's price and value, check out the review snippets below.

“Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.”
CL

Chad L.

Health Agent

“I also enjoy how easy it is to save your leads and upload documents for clients. I like the ability to maintain the leads and be able to maintain the accounts throughout the year.”
Verified reviewer profile picture

Helesia R.

Independent Licensed Agent

HealthSherpa support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Phone Support
Email/Help Desk
FAQs/Forum

Training options

Documentation
Live Online
Webinars

HealthSherpa FAQs

Q. What type of pricing plans does HealthSherpa offer?

HealthSherpa has the following pricing plans:
Pricing model: Free, Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of HealthSherpa?

HealthSherpa has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does HealthSherpa support?

HealthSherpa supports the following languages:
English


Q. Does HealthSherpa offer an API?

Yes, HealthSherpa has an API available for use.


Q. What level of support does HealthSherpa offer?

HealthSherpa offers the following support options:
Chat, Phone Support, Email/Help Desk, FAQs/Forum

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