App comparison

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

HealthSherpa Logo

HealthSherpa

Healthcare management plans for ACA organizations

see alternatives

HealthSherpa Pricing, Features, Reviews and Alternatives

HealthSherpa product 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.

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 pricing information

Value for money

4.9

/5

103

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

HealthSherpa features

Functionality

4.7

/5

103

Total features

16

1 categories

Most valued features by users

Activity Dashboard
Third Party Integrations
API
Document Management
Quotes/Estimates
Contact Management
Customizable Branding
Client Management

Functionality contenders

HealthSherpa users reviews

Overall Rating

4.8

/5

103

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.46/10
Rating distribution

5

4

3

2

1

84

17

1

0

1

Pros
Easy to find existing applications, love to tool you can now send people to self-enroll. Love the layout of each carrier with benefits.
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.
It conveniently stores data history and client activity for my records. Customer support is always super helpful when I call in for help.
Cons
I litterally stopped representing the carriers during open enrollment on the Marketplace last year. There were constant conflicts on the individual carrier sites.
Often the password would just quit working for them for no reason, and every year we had a difficult time resetting the password.
Difficult to manage your clients especially when the client is a shopper and changes their choices.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

I love using Health Sherpa

Reviewed a year ago

Overall, I really like using Health Sherpa for my ACA clients. It is easy to use and hes all of the tools I need for ACA enrollment.

Pros

Health Sherpa make is effortless to quote leads without starting an application. It can be changed multiple times until the perfect plan is found and you can easily set parameters in the searches.

Cons

Have a little trouble making sure all of my appointments were in the system but I was able to find the resources to help.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great product for newbies

Reviewed 2 years ago

Working on removing duplication. Had issues in the past with importing clients but that has been resolved.

Pros

When starting out in the Marketplace, this is THE go to product for newbies! Easy to use and direct access are fantastic.

Cons

Difficult to manage your clients especially when the client is a shopper and changes their choices. This creates duplications that are impossible to remove.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

Watch out for your business "magically disappearing"

Reviewed a year ago

It seemed quite ease at first. Then I realized that it is just what they want you to think. They do not inform you of all of the "procedures" necessary to keep your business from ending up in their pocket.

Pros

They would pay a referral fee for clients enrolled in plans that I am not contracted with. But, even when I became contracted with the carrier the client was not automatically assigned to my NPN. They require a time consuming process to go through-and each step must be absolutely done precisely or it accomplishes nothing and they do nothing to inform you. The process should become automatic!

Cons

When I enrolled clients in the Marketplace my NPN was not placed on the application, resulting in me not being paid. This has happened numerous times since 2020. I even had clients end up with a different Agent's NPN on the application. Health Sherpa claimed that it was not their fault. But, when they provided the raw data from my enrollments it clearly showed me as the enrolling agent but my NPN was omitted. Then they said that there was nothing they could do. Then you get no help from healthcare.gov or the Carrier either. You're just stuck with an impossible task involving a three-way-call to the Marketplace. This is impossible to pull off as the client is impossible to contact at this point.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great Platform

Reviewed 2 years ago

I have had a great experience with HealthSherpa. It is a lot easier to use than the previous software that I used.

Pros

The software is easy to navigate and use. It is easy to learn the functionalities of the software. I am able to get access to the applications I need to complete my applications.

Cons

Nothing to report at this time. There are minor tweaks that are not worth mentioning.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Health Sherpa Fan

Reviewed 7 months ago
Pros

This software is great...by entering 30 seconds worth of information, I can view all plans available for my client and give them plan details, pricing, and subsidy information. I love it!

Cons

As mentioned above, at times what is shown on my dashboard is not up to date with what is shown on the marketplace or in a client's individual ACA member portal.

HealthSherpa FAQs and common questions

Q. What type of pricing plans does HealthSherpa offer?

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


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

Common HealthSherpa comparisons

Related categories