getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

HealthSherpa Logo

Healthcare management plans for ACA organizations

Table of Contents

usersusersusers

Is this product right for your business?

Find out with a

HealthSherpa - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

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

Last updated: September 2026

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


Pros & Cons

Client Support

Quote and Enroll

Enrollment

Plan Filter

Referral Program

Chat Feature

Do you work for HealthSherpa? Manage this product listing

HealthSherpa’s user interface

Ease of use rating:

HealthSherpa reviews

Overall rating

4.8

/5

105

Positive reviews

94

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.94/10
Rating distribution

5

4

3

2

1

86

17

1

0

1

Pros
“It streamlined every task from comparing health plans (on and off the marketplace), to shopping for individual dental plans, to performing provider searches, to drug formulary look-ups, to collecting payments. ”
DL

Debra L.

Independent Health and Life Insurance Agent

“all the filters we can put in to find exact plans for certain needs.”
CS

Cayla S.

Account Manager

“Policy management is awesome be sure policies are effectuated and upload requested docs.”
RC

Ryan C.

Agent

Cons
“The Compare tool Print function does not work.”
RC

Ryan C.

Agent

“Off Exchange is not always accurate rates or available plans shown.”
RC

Ryan C.

Agent

“sometimes the system will be down when people are trying to enroll”
lf

louis f.

licensed health agent

Who uses HealthSherpa?

Based on 105 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Insurance
Health, Wellness and Fitness
Hospital & Health Care

Use cases

Insurance

HealthSherpa's key features

Most critical features, based on insights from HealthSherpa users:

Activity dashboard
API
Client portal
Contact management
Customizable branding
Document storage
For insurance industry
Lead management
Life & health
Monitoring

All HealthSherpa features

Features rating:

Activity dashboard
API
Client portal
Contact management
Customizable branding
Document storage
For insurance industry
Lead management
Life & health
Monitoring
Quotes/Estimates
Sales pipeline management
Search/Filter
Status tracking
Third-Party integrations

HealthSherpa alternatives

HealthSherpa logo

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
NextAgency logo
visit website

Starting from

85

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Less Annoying CRM logo
visit website

Starting from

15

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
HubSpot CRM logo
visit website

Starting from

20

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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.

“It streamlined every task from comparing health plans (on and off the marketplace), to shopping for individual dental plans, to performing provider searches, to drug formulary look-ups, to collecting payments. ”
DL

Debra L.

Independent Health and Life Insurance Agent

“all the filters we can put in to find exact plans for certain needs.”
CS

Cayla S.

Account Manager

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. Who are the typical users of HealthSherpa?

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

These products have better value for money


Q. What level of support does HealthSherpa offer?

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

Related categories